Estate planning raises many financial and emotional issues. However, if these issues are not considered on a timely basis, they could result in significant financial loss and emotional distress. In many cases, both state taxes and federal taxes can be minimized or eliminated with proper estate planning and effective use of estate tax reduction strategies.
Our values-based approach inspires trust and confidence that your own unique estate planning, gift planning and legacy goals are incorporated into your estate plan. We take the worry out of estate planning and instill peace of mind that your objectives are fulfilled.
During the estate or gift planning process, RINA assesses the multiple impacts of estate and gift taxes, income taxes, and property taxes and suggests strategies to minimize the debilitating effect of these taxes. In addition to reducing taxes, a comprehensive estate plan ensures that assets will pass in accordance with your wishes.
Many people do not realize how financially complex their lives have become until they begin to organize their affairs through our estate planning process. RINA can assist you in this daunting process and help you understand, organize and reduce unnecessary complexity so you can manage your financial affairs in an efficient and productive manner.