Preparing for the future? Saving up, settling down or scoping out the next step in your life? Working with an estate planning professional can help provide the peace of mind and the financial security we all want for ourselves, our businesses, and our families.

Rotz & Stonesifer, P.C.’s estate planning and administration group, works closely with your attorney, insurance agent, and investment advisor in the areas listed below to establish a comprehensive, highly efficient estate plan.

It is never too early to begin planning for your financial future, or too late to consolidate your information and start allocating your funds appropriately. With Rotz & Stonesifer, you and your future plans are in good hands.

  • Wealth preservation
  • Estate tax planning
  • Estate accounting
  • Trust planning and administration
  • Life insurance planning
  • Planned giving
  • Asset protection