It’s not just a will anymore! Estate planning involves making arrangements for handling your assets while you are alive as well as upon your death. It involves managing assets, trusts to support your heirs, protecting assets from creditors and finding tax saving opportunities through gifting to your family and to charities. RSBGN can assist you in making these very personal, yet very important decisions, yet allowing you to maintain control.

RSBGN’s estate planning services include:

• Reviewing wills
• Planning for education and retirement needs
• Business succession planning
• Valuations
• Buy-Sell Agreements
• Development of gifting strategies
• Preparation of estate and gift tax returns
• Setting up and funding of trusts

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