Washington, DC - Phoenix, AZ
ph: 202-386-6224 / 602-912-5726
fax: 202-370-6403 / 602-912-5728
Contact us by Email
Mimi Stansbury
JD, CPA/PFS, CFP®, CDFA™
Estate Planning is a continuous lifetime process of acquisition, enjoyment, and conservation of wealth, and an orderly transfer of wealth at death.
We believe that proper estate planning strategies involve an on-going process of evaluation and refinement at various stages of your life.
We can help you get started by reviewing the beneficiary designations of your IRA, Employers Retirement Plans, and Life Insurance Policies.
We can review your current wills and existing trusts and recommend necessary changes that will meet your estate planning objectives.
Once you are on your way to reaching your financial goals, our gift and estate planning strategies could help you to protect your assets and financial independence.
Your gift and estate plan may include:
Using our comprehensive and balanced approach to financial planning, we can help you develope your estate planning strategies that could help minimize your estate and gift tax exposures while making sure that you have sufficient financial assets available and are still in control of your assets.
We work closely with your attorneys in developing your estate plans.
Once we have developed your estate plan, your attorneys will be responsible for drafting the specific documents, such as your wills, trusts and power of attorney delegations.
We will review the documents to make sure that your estate planning objectives are met.
If you do not have an attorney, we are happy to provide you with several referals. We do not receive any commissions for any referals.