Estate and Trust

Improving the Way You Do Business

Appropriate Service for Your Business

We provide comprehensive tax planning and consulting to individuals, trusts and estates, and private foundations. Specializing in estate and trust tax planning, our focus is helping individuals and families avoid probate by evaluating estate-planning documents, titling of assets, trusts designations and beneficiaries, and asset valuations. Our estate and trust team includes certified public accountants (CPAs), certified financial planners (CFPs), and personal financial specialist (PFS) with extensive experience.

Life-Changing Circumstances

Many of our clients have experienced a life-changing circumstance in their lifetime such as marriage, divorce, birth of a child, or death of a loved one. We assist individuals and families in pre- and post-planning by providing advice in gifting techniques and related strategies.
In conjunction with legal and financial advisers, we ensure wills, trusts, and health care documents are properly in place. For pre- and post-mortem planning options relating to family members and beneficiaries, we review beneficiary designations on life insurance, annuities, and retirement accounts. With high income rates on trust returns, we assist trustees and family members in determining the best time to make distributions from trusts.

As advisors and consultants, we offer a variety of services:
  • Annual gifting strategies
  • Estate and gift tax planning
  • Estate and gift tax returns
  • Charitable gifting
  • Charitable lead annuity trusts
  • Charitable remainder trusts
  • Family foundations
  • Family limited partnerships
  • Foreign trusts
  • Generation skipping transfer trust
  • Guardianship and conservatorship
  • Grantor retained trust
  • Grantor retained income trust
  • Judicial court accountings
  • Legacy planning
  • Personal net worth statements
  • Tax savings strategies
  • Trust accountings
  • Trust disposition flow-charting
  • Trust formations
  • Qualified personal residence trust (QPRT)
  • Qualified subchapter S Trust (QSST)

Our team includes Arizona CPAs, certified financial planners, personal financial specialist, and accountants with extensive tax planning knowledge and experience. Contact one of our team members to discuss your situation.

William G. Miles, CPA, CFP®
Steven Forrest Buel, CPA
Need Guidance and Help?
If you need guidance, give us a call and we will be happy to discuss your business, particular situation, and appropriate service.