Administration & Planning
Creating an Estate Plan
The Estates, Trusts & Taxation Department works with you to create a plan for dispersing your assets to the people you choose with the least possible tax consequences. At Rothman Gordon, we focus on four objectives:
- We make sure that your assets reach the individuals or organizations in the manner you choose.
- We work to minimize the effect of federal and state taxes on the estate and beneficiaries.
- We counsel you regarding for the selection of those who will act on your behalf.
- We work to minimize ongoing administrative costs.
We can help you create an estate plan that will ensure the assets you have accumulated over your lifetime are passed on according to your wishes. We also understand that, beyond the technical aspects of an estate plan, there is a need to personalize the plan to meet the needs of you and your heirs. That is why we also provide succession planning and post-mortem planning to take advantage of tax ramifications and achieve family goals.
View Ray Roberts participating on a IUP Center for Family Busines Panel on "Getting your Estate in Order."