Estate Tax Planning
This topic covers a variety of matters that we undertake for our clients including the following:
- Reviewing the overall financial picture of your affairs including corporate and personal matters.
- Gathering a team of professionals including, lawyers, insurance advisors, investment advisors and bankers to structure your affairs on an efficient basis to meet the needs of you and your beneficiaries.
- Outlining a specific plan appropriate for your needs. This plan may be changed over the years but will form the basis for your overall estate plan.
- Implementing this estate plan utilizing the skills of the various advisors.
- Constant review and monitoring of this plan to adjust for any changes specific to your circumstances.
The first step is to arrange a meeting with one of our professionals to start the process.
Rolfe, Benson LLP is a member of AGN International, an international association of independent accounting and management consulting firms.