Estate Planning Without Long-Term Financial Planning Is Only Part of the Answer
For clients with considerable wealth, advanced estate planning may take advantage of lifetime leveraging, that is, investment and tax strategies that transfer significant wealth at reduced estate transfer tax and administration costs. Gaining an in-depth understanding of your complete wealth picture and goals requires knowledge and understanding of sound planning and accounting strategies. That’s why Morris Hall offers financial and tax planning services through our network of financial planners and the CPAs of MH Accounting.
Since we opened our doors more than 40 years ago, our philosophy has always been to help families preserve their wealth and achieve their long-term financial goals. To this end, we offer free estate and financial plan reviews.
During these complimentary reviews, your estate planning, accounting and financial planning team will:
- Review your family’s situation to ensure that the terms of your estate plan still reflect your needs and wishes
- Review the beneficiary designations of your IRAs and retirement plans to be sure that you are taking advantage of the recent law change
- Review your assets to be sure they are properly titled to your living trust
- Analyze the impact of the new tax law changes to see if your estate planning documents need to be updated
Licensed Financial Planning Services · AAEPA · AV Rated* Lawyers and Tax Attorneys
In correlation with your MH attorney, our licensed financial planners will answer your questions regarding specific strategies that may be available for funding your trust and protecting your personal property and financial assets from the devastating effects of estate taxes and administration expenses. Meeting with a licensed financial planning specialist will be an ideal opportunity to coordinate your financial planning goals with your estate planning documents.
Arizona Financial Planning Services · New Mexico Financial Planning Services
Contact us to arrange a consultation with an experienced financial advisor today. Our offices are located in Phoenix, Tucson, Albuquerque and communities throughout Arizona and New Mexico.
*Martindale-Hubbell’s AV peer review rating is the highest-rated category an attorney can achieve in the areas of legal skills and ethical standards. AV is a registered certification mark of Reed Elsevier Properties, Inc., used in accordance with the Martindale-Hubbell certification procedures, standards and policies.
