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Estate Planning and Settlement Services in Surprise, Arizona

Trust and Estate Services

in Arizona

Taxes, divorce, health issues, aging and death are uncomfortable topics. Nevertheless, it is crucial to think about and have these difficult conversations if you want to plan for your family’s future. Without a formal estate plan, your assets are at risk of being mismanaged or even lost. We can help you develop a plan that will minimize your tax liability and maximize your financial opportunities.

At Monheit Frisch CPAs PLC, (MF CPAs) we specialize in helping families get the most out of their wealth through our trust and estate services. As a multi-generational firm that has been serving families since 1971, we know exactly what it takes to assure each client’s estate planning goals are met. Clients benefit from the extensive knowledge base we have built from years of guiding clients through a variety of scenarios.

Our trust and estate services include:

  • Estate Tax Returns
  • Fiduciary Income Returns for Estates and Trusts
  • Gift Tax Returns
  • Estate Tax Projections and Tax Planning
  • Preparation of Estate and Trust Inventories and Accountings, when required

Although our work for clients can be very complex, we know that explanations must be clear. At Monheit Frisch CPAs PLC, you can rely on our experienced tax professionals to provide the support you need. We go the extra mile to communicate our findings in straightforward terms, ensuring our clients understand the process and all their options.

The wealth transfer process requires input from a variety of professionals. Our firm collaborates with attorneys, trust officers, investment advisors and underwriters to establish a cohesive plan that is up-to-date and takes into account all potential tax-saving strategies. We believe our financial planning background is a tremendous advantage, giving us a unique perspective that other CPAs envy.

You have worked hard for your assets; let us help you preserve them. Call us today to learn more about how we can help you maintain control of your wealth for generations to come.

We have two locations for your convenience:

 

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Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. *Investment advisory services offered through Avantax Advisory Services SM ** Insurance services offered through an Avantax affiliated insurance agency

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management SM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management SM or its subsidiaries. Avantax Wealth Management SM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

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