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Sarbanes-Oxley Act
    Of 2002

 

 

  

 

Even though increases in the unified estate and gift tax credit have reduced or eliminated the federal tax on estates, many taxpayers still face a hefty burden.  Proper planning can reduce this burden significantly and maximize the assets that pass to your heirs.

RTA provides gift and estate tax planning services to help you achieve your objectives.  We begin by inventorying your assets and projecting the potential estate tax liability.  Personal considerations are addressed with you to determine an appropriate plan to reduce the estate tax burden through use of various techniques, including family and charitable giving and trusts.  Finally, we act as a liaison between you and your attorney to ensure that the plan is properly implemented and carried out. 

 

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