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Typical Estate Planning Tasks for Phoenix Residents

Jan 21, 2015 | Estate Planning, Tax Planning

Man with Grandson On Shoulders

You need estate planning to ensure your assets go to the right people with the least amount of delay, stress, and expense. Get in touch with Singer Tax & Accounting, PC, PC for all your estate planning needs.

Our accounting firm can help you with major estate planning tasks and will find the right third-party to handle the aspects that our firm does not. Please continue reading to discover the most important area of estate planning here in Arizona.

  • Creating a will
  • Reducing the impact of estate taxes by setting up trust accounts in your beneficiaries’ names
  • Establishing a guardian for any living dependents
  • Assisting with funeral arrangements
  • Helping with the creation of a durable power of attorney to direct investments and assets
  • Naming or updating beneficiaries when it comes to financial accounts, such as IRAs, life insurance, and 401(k)s
  • Helping with the naming of an executor of your estate to ensure the instructions on your will are carried out
Get Professional Accounting Help!

For further questions about Phoenix tax planning accounting, please contact Singer Tax & Accounting, PC today at (602) 482-8006.

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