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Estate Planning Services

Our Estate Planning Services Group helps confirm that the assets you have accumulated over many years of hard work are distributed in accordance with your wishes while avoiding unnecessary taxes and expenses.

RubinBrown’s Wealth Advisors design estate and wealth transfer plans that minimize both lifetime transfer tax and/or taxes due at death to maximize the wealth retention for your family and heirs.

We get to know your unique circumstance and goals in order to bring you the appropriate solutions.

  • Ensuring you have the right estate documents in place to meet your legacy objectives and that your assets are properly titled in order to implement the plan.
  • Protecting your assets so that you can maintain or improve your current living situation.
  • Developing a financial plan that provides for your heirs at various stages of their lives.

Your successful financial journey begins with a complete roadmap specific to your needs and the aspirations you have for yourself, your family and your business.

Related Horizons Magazine Articles

Estate Planning Preparing For Whats Next thumbEstate Planning: Preparing for What’s Ahead

by Jason Uetrecht, CPA, CFP®, AEP®, Christine Boushka, CPA & Ted Clifton
Everyone’s worst nightmare is having something unexpectedly happen to a family member. This news can be compounded significantly if there is no estate plan in place. Today, more than 50% of Americans have no estate plan at all.

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