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Estate Planning

Estate Planning ServicesEstate planning on your own can be complicated and costly. 

Thoughts of estate planning often bring more questions than answers. Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.

You may feel that you're too young to care about estate planning. Or, perhaps the reminder of death makes you uncomfortable. You might be tempted to put the whole thing off, assuming that it will just take care of itself. In all cases, estate planning ends up saving your family lots of time, heartache and money.

And we can help.

Every estate planning situation is different. In order to help you, we want to know you, your unique situation and the nature of your relationships. We offer discussion, recommendations and useful research tools to make your planning simple, efficient and worry-free. 

Our Estate Planning Service Includes:

Clearly defining your estate planning goals,

Organizing and creating your estate planning team - if you need one,

Evaluating and recommending estate planning options,

Preparing, organizing and reviewing your estate planning documents,

Decreasing the problems and expenses associated with probate,

Lessening taxes at time of death,

Arranging for management of your estate in the event you are incapacitated,

Drafting a working plan for conserving and effectively managing your estate after death,

Transfering the assets of your estate to heirs the way you want,

Organizing fair and adequate liquidation of estate to cover taxes and other expenses,

Creating Living Wills and Trusts,

Planning for Lifetime Family Wealth Transfers,

Designing family partnerships and other business relationships,

Deciding whether you want to leave money to charities.

Preparing for estate and trust tax problems,

Amending your plan as needed.

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Book a meeting with us today because the hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.



We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We have a dedicated payroll team, a/k/a RBSK Payroll, that provides payroll preparation and HR solutions.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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