Estate Planning Business Succession Planning

With federal estate taxes reaching as high as 50%, a wealth preservation plan is a financial necessity. The RBR team can help you provide for the future of your family or business by identifying anticipated tax liabilities, implementing estate preservation strategies, and establishing customized death transfer plans. We can also help you achieve your philanthropic goals in the most tax-efficient manner.

At RBR, our objective is to structure your estate assets in a way that minimizes tax liabilities while maximizing value to future generations. In order to establish this goal, we’ll collaborate with your attorney and accountant (and recommend one if needed) to create a strategy and the corresponding legal documentation. We’ll also coordinate this goal with your insurance contracts to ensure a strong viable plan, and we’ll regularly assess your estate plan to make ensure that it is aligned with your long term objectives.