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
Get in touch with a Estate Planning Specialist
- 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