Estate Planning
Protecting Your Assets
Contrary to popular belief, a Will is a living document. It must be updated every time a major life circumstance takes place. That would include the birth of a child, the death of a family member, or a very large increase or decrease in assets. With tax laws in constant flux, it's difficult to keep up with all the changes that are required to protect those assets for future generations, while minimizing the tax burden.
That's where an estate plan comes in. The benefits of estate planning include:
- Providing for your children and grandchildren
- Minimizing probate costs
- Preparing for qualified retirement plan distributions
- Averting hardship in case of disability
- Providing for the administration of the estate
All possible alternatives must be considered in the creation of an estate plan. The professionals at Robin Kramer & Green, LLP are meticulous in ensuring your protection, every step of the way, including:
- Review of any existing estate planning documents
- Evaluation of life insurance needs
- Retirement planning
- Business succession planning
- Estate valuation
- Development of a gifting program
- Calculation of estate and gift taxes
- Utilization of marital and credit shelter trusts
- Utilization of life insurance trusts
- Utilization of charitable trusts
- Use of Family Limited Partnerships
RKG also offers the following related services:
- Coordination and updating of all documents
- Inheritance, estates, gift and trust tax return preparation
- Fiduciary accounting services
For more information, contact David J. Kramer at 215-641-8300 or at dkramer@rkgcpa.com.
When excellence counts, you can count on us. Robin Kramer & Green, LLP.