Will your legacy unfold according to your wishes, and in a tax-efficient manner?
After decades of hard work, many of our clients find themselves in the position of considering these all-important questions. We’ve found that many of our clients have led such busy lives that they haven’t taken the time to adequately think about and prepare for their legacy. We know that these topics aren’t always easy to discuss, and we use our experience to guide a discussion that is straight-forward, considerate, and considerate of your wishes.
At Mayfield Financial, our team includes State of Arizona bar licensed estate planning attorneys, who work with our financial advisors for comprehensive financial planning. We understand that no retirement plan is complete without ensuring that your care and legacy proceeds according to your wishes, and in an organized and tax-efficient manner.
We can help with...
→ Trusts and trust accounts
→ Power of attorney
→ Account beneficiaries
→ Joint accounts
→ Beneficiary accounts
→ Transfer on death designation
→ Gifting assets