Estate, Gift + Trust
How would you like to maximize the chances that the IRS will accept your estate planning strategies? What about finding creative ways to increase the impact of your charitable giving for both your tax return and your favorite charities? Maybe you need advice about running your private foundation. Let our estate professionals help you meet your goals while maximizing planning opportunities and handling your estate on your terms.
If you don’t know where to begin with estate planning, our specialists can help assemble a team of Arizona’s most respected estate planning attorneys and other financial advisors tailored to your needs. They can also work with your existing advisors. Our estate, gift + trust professionals have more than 140 years’ combined experience. They are members of prestigious estate planning councils around the Valley and they attend conferences and seminars to stay up to date on the topics and issues that impact you.
Henry+Horne’s Estate, Gift + Trust niche started in 1996 with just one team member who had a passion for planning. He introduced himself to the top estate planning attorneys and started serving mutual clients, joined estate planning study groups and became actively involved in Valley associations.
Estate and gift laws have changed a lot since 1996, but the one thing that has remained constant is their complexity. Today, Henry+Horne’s niche has grown to nearly 10 professionals who can handle the most complex estate, gift + trust tax issues.
Questions? Fill out the form to the left to contact Pamela Wheeler.