Life and Death Planning for Retirement Benefits. Updates, Corrections and Additions. Recommended Will and Trust Forms for Lawyers. Other Recommended Services and Resources. Choate, Estate Planning Expert and Author. Essential Estate Planning Books for Professionals.

We Strive for Excellence So You Can Move Towards Your Objectives. We understand what the IRS considers important. Based on this understanding we possess the ability to construct a customized valuation report that leads to having our valuation quickly accepted. A properly prepared strategic valuation that considers how the business is postured from a strategic standpoint will indicate how the business would be viewed by potential buyers.

Practical Guidance to the Use and Abuse of a Business Appraisal. Authors Paul Hood and Tim Lee are frequent speakers on legal and business valuation topics for professional and trade associations throughout the country. Paul and Tim believe that one of the greatest benefits of writing this book has been the opportunity to speak to groups of business owners, financial planners, attorneys, accountants, and business appraisers to share experiences that can help others.

Thursday, April 19, 2018. CENTRAL ARIZONA ESTATE PLANNING COUNCIL. Welcome to the Central Arizona Estate Planning Council. We are a multi-professional group of approximately 200 professionals working in the greater Phoenix Arizona area, that. In legal, accounting, insurance, investment, trust, and valuation professions, as well as representatives from various charitable organizations. Bull; Excellence in our work.