Phone Contact: 480-467-3300 | Servicing: Tempe-Chandler-Gilbert-Mesa-Phoenix
MG Peterson Consulting
Estate, Trust, Gift
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How Do You Protect Your Estate After You're Gone?

The estate planning professionals at MG Peterson can assist you in your estate and business succession planning, no matter what stage of life you are in. If you don't know where to begin, we will help you get started with a team of Arizona's most respected estate planning attorneys and financial advisors suited for your individual situation. We can help conduct family meetings to address your family business succession objectives.

If you've already started your planning, we will work with your existing advisors to help you meet your goals with solid tax planning strategies. It is important to maximize the chances that the IRS will accept your estate planning strategies, from the administration of family limited partnerships to reporting your gifts with adequate disclosure necessary to start the statute of limitations.

Income TaxPlanning for High Net Worth Individuals

As a high net worth individual, we take a look at your complete financial picture to better advise you regarding complex tax planning. We also vigilantly avoid estate tax traps, which we identify through the process of serving as a part of your tax and estate planning team.

    * Stock Option Planning
    * Cash Flow Planning
    * Retirement Income Planning
    * Promissory Note Accounting

Estate, Trust &Gift Services:

    * Estate Tax Return Preparation and Estate Administration
    * U.S. Gift Tax Return Preparation
    * Trust and Estate Income Tax Return Preparation
    * Fiduciary Accounting Under the Principal and Income Act for Trusts
    * Probate Court-Approved Accounting Format for Estates and Conservatorships
    * Charitable Remainder Trust Tax Returns and Related Administration
    * Private Foundation Compliance Administration and Tax Returns
    * Business Succession Planning
    * Family Limited Partnership and Limited Liability Company Tax Returns and Consulting
    * Charitable Gift Planning
    * Retirement Planning, including Roth Conversion Analysis
    * Sales to Defective Grantor Trusts

Meet the MG Peterson Team
We take care of our clients... we really do.

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