Your estate plan is one of the most critical and far-reaching documents of your life, with an influence that can be felt for generations. It is not a finite document with words set in stone. As circumstances in your life change, the plan should be revisited and amended as needed. To make sure it achieves all of your objectives for distributing assets with the minimum tax cost requires technical proficiency, an insightful eye, and a clear understanding of your unique vision.

At RBT CPAs, LLP, our specialists are a resource of advisors who become part of your estate planning team. During the planning process, we work towards understanding what you want to accomplish, anticipating problems and concerns, and delivering solutions. Periodically we review your estate plan to ensure that your goals will be met and, if circumstances have changed, alert you to issues and recommend adjustments. We also work closely with your attorney, investment advisor, insurance specialist, and other advisors to see that your planning is coordinated and able to fulfill your needs and expectations.