Estate & Trust Planning
We at RRBB urge you to consult with us on your estate plan. Our highly experienced estate and financial planners can help you reduce your estate tax exposure and manage your assets. Your heirs will appreciate your sound planning, and your desire to share your assets with them.
We have the financial background and tax expertise to deal with complex business situations, while remaining sensitive to the human aspects of the planning process.
An estate plan constantly evolves as circumstances in life change, therefore, estate plans should be reviewed on a regular basis. We will meet with you as many times as necessary to accomplish your goals.