Estate Planning

Estate Planning2017-05-10T14:08:25-04:00

Estate PlanningWorking with an estate planning professional can provide the peace of mind and 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.

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

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