TOP 30 Estate tax planning in Tucson, Arizona

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Estate Planning Tucson, Living Trusts Lawyer, ATLA Estate Services is a reputable institution located at 2120 West Ina Road, Tucson, Arizona, United States. Specializing in estate planning, asset protection, and business strategies, the experienced team at ATLA offers comprehensive services including wills, powers of attorney, and living trusts. With over 40 years of experience, they prioritize creating proper and complete legal documents to ensure the best results for clients and their families. Their goal is to provide clients with the most effective and cost-efficient plans to protect their assets and legacy. The team at ATLA Estate Services is dedicated to quality, detail, integrity, and client satisfaction, offering alternative payment arrangements upon request. With a focus on strategic solutions, they help individuals and families protect their assets and plan for the future. Whether you need to update your existing plan or create a new one, the professionals at ATLA can guide you through the process and ensure your estate is well planned out and protected. Contact ATLA Estate Services for a free initial consultation and peace of mind in knowing your assets are in good hands.

ALTA Estate Planning & Living Trusts in Sierra Vista, Arizona, offers comprehensive estate planning services for individuals and families. Specializing in living trusts, wills, powers of attorney, and asset protection, the experienced team at ALTA Estate Services, LLC strives to create proper and complete estate and business documents to achieve the best results for clients and their loved ones. With over 40 years of experience, the certified Tucson Estate Planning attorneys at ALTA provide strategic solutions to help protect assets and plan for the future. The firm also offers business and tax strategies, including forming limited liability company entities under the Arizona New Limited Liability Company Act for asset protection and tax savings. Clients can benefit from alternative payment arrangements and a free initial consultation to discuss their estate planning needs. Whether you're experiencing a significant life event or simply want to ensure your assets are protected and distributed according to your wishes, ALTA Estate Planning & Living Trusts is dedicated to providing quality, detail-oriented services to help you achieve peace of mind for the future.

Stevens Realty & Tax Services is a reputable accounting and finance institution located at 333 West Ajo Way in Tucson, Arizona, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and real estate services. Clients can trust Stevens Realty & Tax Services to provide expert advice and assistance with their financial needs.

Leader Law Firm is a prestigious legal institution located at 405 West Cool Drive in Tucson, Arizona. Our team of experienced lawyers is dedicated to providing top-notch legal services to clients in need of expert legal representation. With a focus on leadership, integrity, and excellence, Leader Law Firm is committed to helping clients navigate the complexities of the legal system and achieve the best possible outcomes for their cases. Contact us today to schedule a consultation and see how our team can help you with your legal needs.

Saenz & Associates is a reputable accounting and finance institution located at 2750 North Stone Avenue in Tucson, Arizona. Our team of experienced professionals offers a wide range of financial services, including tax preparation, bookkeeping, and financial planning. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals. Contact us today to learn more about how Saenz & Associates can assist you with all of your accounting and finance needs.

Legal Document Preparer LLC is a professional institution located at 7802 East Escalante Road in Tucson, Arizona. Our team of experienced professionals specializes in preparing legal documents for a variety of needs, including estate planning, real estate transactions, and business formations. We pride ourselves on providing efficient and affordable services to our clients, ensuring that their legal documentation is accurate and compliant with all relevant laws and regulations. Trust Legal Document Preparer LLC to handle all of your document preparation needs with precision and expertise.

Carson Wealth is a finance institution located at 7490 North La Cholla Boulevard in Tucson, Arizona, United States. Our financial advisors in Tucson provide specialized guidance to retired clients, focusing on their financial, physical, and emotional well-being. We aim to simplify the complex world of finance, reducing fears of running out of money and organizing paperwork for our clients in the Tucson area. Our services include pre- and post-retirement financial planning, wealth management, estate planning, retirement income planning, and investing. We are dedicated to helping our clients achieve their financial goals, whether they are just starting to build wealth or planning for their legacy. Our team is committed to helping you navigate the financial challenges of retirement and ensuring your assets last a lifetime. Carson Wealth has received prestigious awards, including the Forbes Best-in-State Wealth Advisor and the InvestmentNews Icons & Innovators award. Securities are offered through Cetera Advisor Networks LLC, with investment advisory services provided by CWM, LLC. Visit our website for more information about our advisors and services.

Rottenstein Wealth Management and Consulting - UBS Financial Services Inc. is a leading financial institution located in Tucson, Arizona, United States. We specialize in providing comprehensive wealth management and consulting services to our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. With a focus on integrity and excellence, we strive to deliver exceptional service and results for our clients. Visit us at 2840 East Skyline Drive to learn more about how we can help you secure your financial future.

Empower Financial Group, located in Tucson, Arizona, is a finance institution dedicated to serving professional advisors and empowering motivated individuals to achieve greater success. Acting as a financial GPS, we help clients create strategic roadmaps to reach their desired life goals. We focus on educating clients so they can make confident decisions at every stage of life, providing knowledge and resources to align with their goals. Our team of like-minded professionals works together to bring out the best in each other and our clients. We believe in treating people with respect, trust, and encouragement, and we operate from these values in all aspects of our work. We empower each other to grow and strive to be a better version of ourselves every day.

Ayers Financial is a leading finance institution located at 7400 North Oracle Road in Tucson, Arizona, United States. With a team of experienced financial experts, Ayers Financial offers a wide range of services including investment management, retirement planning, estate planning, and wealth management. Whether you are looking to grow your wealth or plan for your future, Ayers Financial is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards financial success.

Merrill Lynch Financial Advisor Chad R Horton, located at 3500 East Sunrise Drive in Tucson, Arizona, has been serving loyal clients for over 21 years. Chad specializes in working with multiple generations of families, helping them navigate transitions such as retirement, new jobs, and changes in family dynamics. With a focus on personalized and integrated strategies, Chad helps clients achieve their financial goals by understanding their risk tolerance, liquidity needs, and long-term objectives. Chad holds the Certified Investment Management Analyst® (CIMA®) certification and works closely with clients' other advisors to optimize tax and estate planning strategies. Beyond investing, Chad also provides guidance on longevity issues, healthcare costs, and wealth transfer strategies. With a background in finance and a passion for helping clients achieve financial success, Chad is dedicated to providing value and vision to put clients' minds at ease. With access to the global resources of Merrill Lynch, Chad's team is committed to building strong client relationships based on trust and personalized service. Whether you're planning for retirement, saving for a major purchase, or passing on wealth to future generations, Chad can help you develop a financial approach tailored to your unique goals and priorities. By understanding your investment personality and financial goals, Chad can customize a plan to help you pursue what matters most to you. With regular check-ins and adjustments to your financial approach, Chad is committed to helping you stay on track to achieve your financial goals.

Rise Private Wealth Advisors is a leading finance institution located at 3561 East Sunrise Drive in Tucson, Arizona, United States. Our team of experienced advisors is dedicated to providing personalized wealth management services to help clients achieve their financial goals. With a focus on transparency, integrity, and trust, we offer tailored investment strategies, retirement planning, and estate planning solutions to meet the unique needs of each individual. Contact us today to start your journey towards financial success with Rise Private Wealth Advisors.

Householder Group is a reputable finance institution located at 2030 East Speedway Boulevard in Tucson, Arizona. With a strong focus on providing personalized financial services to individuals and families, Householder Group is dedicated to helping clients achieve their financial goals and secure their financial future. Their team of experienced advisors offers a wide range of services including investment planning, retirement planning, estate planning, and more. Trustworthy and reliable, Householder Group is committed to providing top-notch financial guidance and support to their clients.

Cooke & Mabley - Benjamin F. Edwards is a finance institution located at 2480 East River Road in Tucson, Arizona, United States. As Financial Advisors for Benjamin F. Edwards and members of Cooke & Mabley Wealth Management, we are dedicated to helping clients and their families grow, manage, and protect their assets. Our approach is centered on putting our clients first, fostering trust, integrity, and mutual respect in all interactions. With over 65 years of combined financial experience, our team offers comprehensive financial planning services including retirement planning, estate planning, tax planning, and investment management. We take a holistic approach to understand each client's unique goals, risk tolerance, and financial situation, ensuring personalized strategies for long-term success.

Thomas G. Rooney CPA, PC is a Client-Focused CPA firm located at 6860 North Oracle Road in Tucson, Arizona, United States. Specializing in Business, Personal, and Trust/Estate Accounting, Tax Services, Closely-held business valuations, and related planning, we are dedicated to helping our clients build a stronger financial future. With our expertise, you can keep more of what you earn and be prepared for whatever the future may hold. Our team is committed to our clients, representing them in audits with the IRS and staying current on tax law to navigate even the toughest situations. We work tirelessly to develop strategies for both business and individual clients, offering business valuation services, workouts, and recapitalizations. Whether you need help with tax planning, business valuation, or any other financial issues, Thomas G. Rooney CPA, PC is here to support you every step of the way.

G&A CPAs and Advisors, located at 7497 East Tanque Verde Road in Tucson, Arizona, offers financial, accounting, and tax services to individuals and businesses across the state. Our team of experienced accountants, tax professionals, and financial advisors can assist with various aspects of your financial life, including tax services for businesses, individuals, trusts, and estates. We provide comprehensive accounting, tax, and financial planning to help clients pursue their financial goals. Timothy Giacoletti, a registered representative with various registrations, can transact business with clients in multiple states. Securities and Advisory services are offered through LPL Financial, a registered investment advisor. G&A CPAs and Financial Consultants PC are not affiliated with LPL Financial. Please consult with your tax or legal professional for personalized advice. Contact us to set up a complimentary consultation today.

The PH Robb Legacy Alliance is a finance institution located at 6029 East Grant Road in Tucson, Arizona, United States. Our mission is to provide expert financial guidance and support to individuals and businesses, helping them secure their financial futures and achieve their long-term goals. With a team of experienced professionals, we offer a range of services including investment management, retirement planning, estate planning, and more. Trust the PH Robb Legacy Alliance to help you build and protect your wealth for generations to come.

R & A CPAs is a professional accounting and finance institution located at 4542 East Camp Lowell Drive in Tucson, Arizona, United States. We have a specialized team of professionals who can assist you in Spanish, making it a pleasure to serve our clients in their language. Our services include auditing, tax preparation, accounting, and administrative services, all provided by experienced professionals fluent in Spanish. At R & A, our certified team of professionals is dedicated to providing exceptional customer service and building direct relationships with our clients. Whether you need a controller, help with daily accounting tasks, or assistance with audits and IT systems, we have the expertise to meet your needs. We have been setting the standard for strategic tax planning and preparation since 1942, delivering quality results to individuals and businesses.

Marchetti Law, PLLC is a reputable law firm located at 177 North Church Avenue in Tucson, Arizona. Specializing in various legal matters, the skilled team at Marchetti Law, PLLC is dedicated to providing top-notch legal services to their clients. With a focus on professionalism, expertise, and personalized attention, this institution is committed to helping individuals navigate through legal challenges with ease and confidence. Whether you are in need of legal advice, representation, or advocacy, Marchetti Law, PLLC is here to assist you every step of the way.

The Law Office of James B. Penny, LLC is a reputable legal institution located at 333 North Wilmot Road in Tucson, Arizona, United States. Specializing in legal matters, attorney James B. Penny and his team provide expert legal advice and representation to clients in need of professional legal services. With a focus on delivering personalized and effective solutions, the Law Office of James B. Penny, LLC is dedicated to helping clients navigate the complexities of the legal system with confidence and peace of mind.

The Law Firm of Brown & Jensen, located at 7473 East Tanque Verde Road in Tucson, Arizona, is a reputable institution specializing in accounting, finance, and legal services. With a focus on estate planning, probate, tax law, and business law, the knowledgeable attorneys at Brown & Jensen are dedicated to helping clients plan ahead for their future. Whether you need assistance with establishing a trust, navigating probate proceedings, resolving tax issues, or seeking business counsel, the Tucson estate lawyers at Brown & Jensen are prepared to provide expert guidance. Conveniently situated in the bustling city of Tucson, the firm's office is easily accessible via major roadways. For personalized and professional legal assistance in Tucson, contact the Law Firm of Brown & Jensen at 520-822-8239.

Wright & Yonan is a reputable law firm located at 1050 East River Road in Tucson, Arizona, United States. With a team of experienced and dedicated lawyers, they provide a wide range of legal services to their clients. Whether you are in need of assistance with personal injury claims, family law matters, or business litigation, Wright & Yonan is here to help. Their commitment to excellence and client satisfaction sets them apart as a trusted legal institution in the Tucson area. Contact them today for expert legal advice and representation.

Hillman Law, located at 3567 East Sunrise Drive in Tucson, Arizona, is a trusted institution specializing in estate planning. Estate planning involves managing your assets during times of wellness, disability, and after your passing. Proper planning can help avoid probate, minimize taxes, and ensure a smooth distribution of assets upon death, providing peace of mind for you and your loved ones. In addition to asset management, estate planning also addresses what happens if you become disabled and unable to make decisions for yourself. With health care and mental health care powers of attorney, as well as a living will, you can designate someone to make decisions on your behalf and provide guidance on your preferences.

Taylor Hillman & Shelby is a trusted institution located at 3567 East Sunrise Drive in Tucson, Arizona, United States. Specializing in estate planning, they help individuals navigate the complexities of controlling their assets during wellness, disability, and after death. Their team of experts can assist in creating a comprehensive plan to avoid probate, minimize taxes, and ensure a smooth distribution of assets to loved ones. Estate planning at Taylor Hillman & Shelby also includes provisions for potential disability, allowing clients to designate decision-makers for healthcare and mental health care.

Jacobson Law Firm is a reputable legal institution located at 570 North Columbus Boulevard in Tucson, Arizona. Our team of experienced and dedicated attorneys are committed to providing top-notch legal services to our clients. Specializing in a wide range of practice areas including personal injury, family law, criminal defense, and estate planning, we strive to deliver exceptional results for our clients. With a strong track record of success and a reputation for excellence, Jacobson Law Firm is the go-to choice for all your legal needs in Tucson and beyond. Contact us today to schedule a consultation.

Frank Lopez is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1715 East Skyline Drive in Tucson, Arizona, United States. Frank holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Frank's expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you need assistance with asset management, estate planning, retirement planning, investment strategies, insurance products, or any other financial needs, Frank Lopez is here to help.

Bank of America Private Client Advisor Craig M. Hyatt, located at 3500 East Sunrise Drive in Tucson, Arizona, is a finance institution led by Senior Vice President Craig Hyatt. With over 35 years of experience in investment, credit, and banking, Craig specializes in providing wealth management services to high-net-worth individuals, families, and charitable organizations. He works with a collaborative team to develop personalized strategies for investment management, estate planning, asset preservation, and wealth transfer. Craig, a graduate of the University of Arizona, is actively involved in his community, serving on the board and investment committee of the Tucson Conquistador Foundation. At Bank of America Private Bank, clients can expect a personalized approach to achieve their financial goals, whether it's preserving wealth, building philanthropic legacies, or planning for future growth. The institution values innovation and strives to help clients navigate evolving markets and financial landscapes. Please note that Bank of America Private Bank does not provide tax advice, and clients should consult legal and tax advisors before making financial decisions.

Becky Johnson - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 5210 East Williams Circle, Tucson, Arizona, United States, is a finance institution offering a range of services to meet the diverse needs of individuals seeking expert financial advice and planning. Becky Johnson holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Becky Johnson is dedicated to helping clients achieve their financial goals and secure their future. Whether you are a retiree, small business owner, or high net worth individual, Becky Johnson has the skills and qualifications to provide tailored financial solutions to meet your unique needs.

Beth Vance is a Financial Advisor at Ameriprise Financial Services, LLC located at 5151 East Broadway Boulevard in Tucson, Arizona, United States. Beth holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, risk management, and more. Beth Vance is dedicated to providing expert financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

Guy Welsh, Owner of Empower Financial Group LLC, located at 1 South Church Avenue in Tucson, Arizona, is dedicated to serving professional advisors and empowering motivated individuals to achieve greater success. At Empower Financial Group, they act as a financial GPS, helping clients navigate their current financial situation and create a strategic roadmap towards their desired life goals. The team focuses on educating clients so they can make confident decisions at every stage of life. Their mission is to empower individuals with knowledge and resources to help them achieve their goals. By building authentic relationships and providing guidance whenever needed, Empower Financial Group aims to be a trusted resource for clients as they work towards satisfying success.