It is critical to develop a comprehensive estate plan to provide for your family, safeguard your business interests and create a legacy that will survive your death. Such a plan must be both tax-efficient and flexible – a challenge as the rules are continually evolving.
A misstep in estate tax planning can have onerous tax consequences down the line. Because it is so important, Rutherford Asset Planning has developed in-house expertise in estate tax planning services. We monitor legislation on an ongoing basis and maintain the most up-to-date information.
Serving Naples FL, Tampa FL, New York City and beyond, we will work with you in developing an estate plan and implementing the necessary personal and charitable trusts and foundations. We can also manage your estate settlement and administration, relieving your family of a duty that requires experience and knowledge for which they may not be prepared.