Estate planning is not just having a will. It involves arrangements for managing your assets while you are alive and upon your death, while often minimizing the estate tax impact on your family.
Estate and trust services involve a team of professionals: a Certified Public Accountant (CPA), attorney, financial planner or investment advisor, insurance agent, and bank trust officer. Jones & Roth offers its clients a unique, in-house team that can provide accounting, tax planning, financial planning, investment advice and insurance analysis all under one roof. Our team works closely with your estate attorney to create a tailored plan for you and your family.
Strategic Estate Tax Planning
Investment & Insurance Guidance
Business Succession Planning