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Advisory

Estate Planning

We know that your business is not just your business - it’s your life’s work.

Estate Planning

Estate planning includes the process of designating beneficiaries and executors of your personal and business interests, protecting your assets, and minimizing estate tax, gift tax, and income tax. Roth&Co provides comprehensive tax and financial estate planning, which includes planning, implementing, and monitoring your estate plan

1. Planning your estate
2. Implementing your estate plan
3. Filing and documenting your estate plan
4. Monitoring your estate plan


Ancillary Services to Support Estate Planning

1. Trust and Fiduciary Services
Shulem Rosenbaum, CPA, ABV

Shulem Rosenbaum, CPA, ABV

Partner
718-975-5373 srosenbaum@rothcocpa.com
Marc Gelbtuch, CPA, CFF

Marc Gelbtuch, CPA, CFF

Partner
718.975.5363 mgelb@rothcocpa.com

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