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  • Tucson AZ-EPS16
    7465 E Tanque Verde Rd Tucson, AZ 85715 T: 520.549.1988
  • Scottsdale AZ-EPS02
    9237 E Via de Ventura Ste 130 Scottsdale, AZ 85258-3565 T: 480.887.4779 F: 480.887.4768
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  • Scottsdale, AZ-EPS
    14350 N 87th St Ste 300 Scottsdale, AZ 85260 T: 480.569.7881 F: 480.569.7782
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  • Phoenix AZ-EPS01
    2222 W Pinnacle Peak Rd Ste 160 Phoenix, AZ 85027-1224 T: 623.259.1273 F: 623.259.1274
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  • FountnHillsAZ-EPS03
    17100 E Shea Blvd Ste 100 Fountain Hills, AZ 85268-6624 T: 480.867.6696 F: 480.867.6693
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  • Medford, Don Prescott, CFP®, AAMS®, Tennelle Nickel, Marc Cooper, AIF® & Carly Johnson
    4451 Brownridge Terrace Medford, OR 97504 T: 541.227.2947 F: 541.227.2974
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  • Fountain Hills, Don Prescott, CFP®, AAMS® & Tennelle Nickel
    16810 E El Pueblo Blvd, Suite 101 Ste 101 Fountain Hills, AZ 85268 T: 480.656.5553 F: 541.227.2974
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  • Tucson, Ali Rustempasic AAMS®, Yamen Fellah, Wyatt McRae
    3561 E Sunrise Dr Suite 105 Tucson, AZ 85718 T: 520.524.6111
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  • Flagstaff,AZ-EPS18
    500 N Beaver St Flagstaff, AZ 86001 T: 928.440.7400 F: 928.440.7477
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Infographic: Three “T’s” of effective trustees
These qualities can help set your beneficiaries up for success.
Estate & Giving
Global giving
A guide to tax considerations and trusted partners.
Estate & Giving
Read
Read
Private foundation vs. DAF: Are you driving the right giving vehicle?
Different giving goals require different giving vehicles. Explore two charitable choices and how each could suit your philanthropy strategy.
Estate & Giving
Ensure peace of mind with an heir preparation packet
Help your loved ones navigate a difficult time with a comprehensive guide when it’s needed most.
Estate & Giving
Generous estate and gift tax exemptions may end soon
Now’s the time to review your estate and gifting plans.
Estate & Giving
Read
Charitably minded investors can satisfy RMDs with QCDs
Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
Estate & Giving
Read
The dual benefits of non-cash donations
Maximize your philanthropic mission and minimize taxes.
Estate & Giving
Read
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Estate & Giving
Choosing the right charitable giving vehicle for your goals
Understand the differences between giving vehicles.
Estate & Giving
Strategies for keeping your beloved home within the family
Preserving your property across generations takes thoughtful planning and open communication.
Estate & Giving
Trusts: vehicles to carry out your legacy
A trust can be a highly useful estate planning vehicle, designed ...
Estate & Giving
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