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Estates & Trusts

© Thomas P. Kennedy/Rill Song Studios, 2021

Estates & Trusts

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.

Preserving Wealth

An Array of Approaches

  • Federal and State estate taxes
  • Generation-skipping transfer tax
  • Probate and administration costs
  • Debts
  • Cash bequests
  • Need for funds to continue operation of a family business
  • Family limited partnerships or LLCs
  • Generation-skipping trusts
  • Charitable trusts
  • Qualified personal residence trusts

Specialized Services for Trusts and Estates

When it comes to your estate, the stakes are too high to trust advice that is anything less than perceptive and forward-thinking.

Generation after Generation of clients have turned to RBT CPAs estate planning—confident that the future of their wealth is in the best hands.

We also provide accounting services to a diverse client base in the following industries:

For further information on our International Tax Services please contact:

Lake Katrine Office Temporarily Closed

The Lake Katrine office location will be temporarily closed for the next few months due to office renovations. All Lake Katrine employees can still be reached at the LK phone number, email and other office locations! Thank you for your patience & looking forward to serving you from our newly updated office space!

Map of Qualified Census Tracts (QCTs)

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