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 Zongolowicz Frisch CPAs PLC, (MZF 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 Zongolowicz 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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Securities offered through 1st Global Capital Corp. Member FINRA, SIPC
Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc.
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We currently have individuals licensed to offer securities in the states of Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Indiana, Maine, Maryland, Minnesota, Montana, Nevada, New Jersey, New York, Ohio, Pennsylvania, Texas, Utah, Virginia, Washington, and Wisconsin.

This is not an offer to sell securities in any other state or jurisdiction.