Estate Services

Full Service Estate Planning

We can provide you help with:

establishing an estate and business plan that will maximize your available tax deductions,

spread the load of your income for maximum efficiency and reduced taxation,

take your name and therefore much of your liability out of your business,

appoint nominees who actually do work with you and your business in management role,

have a CPA file the entity tax returns (partnership, corporation or trust),

provide life insurance references,

provide health and dental coverage references,

provide other references for retirement planning (you decide),

provide debit cards for convenient privacy,

and provide trustee services for various needs.

Call for an appointment for rates, setup times, and schedule coordination.

928-422-4035 or email simpegideon@yahoo.com