Trusts and Estate Planning
Let’s plan your legacy.
Whether you are getting married, expanding your family, own a business, getting a divorce, are a high net-worth individual, or moving towards retirement, an estate plan is essential for you. RMZ has worked alongside families since 1925 and has planned for the successful transition of wealth for many families over the generations.
Everyone has specific needs.
The RMZ team of dedicated professionals work closely with our clients to understand their needs and objectives. Information gathered is used to develop customized estate plans for each client’s situation. From basic estate plans to sophisticated wealth transfer strategies, our team works to create strategies designed to minimize estate and gift taxes and protect the assets you have spent a lifetime accumulating.
We know how personal this process is.
In addition to preparing your initial estate plan, our dedicated team can guide you throughout your lifetime. As your needs change, the RMZ team will work to keep you prepared. We understand that the planning process is highly personal and sometimes even a sensitive process for the individual or couple. The RMZ team is extremely professional and will put you at ease by thoroughly explaining the estate planning process and your options in a clear and concise manner.
Our Service Areas
-
Planning for Future Leadership: Ensure the continuity of your business by creating a smooth transition plan.
Minimizing Business Disruptions: Protect your company’s value and minimize risks during succession.
Tax Efficiency: Optimize business transfer strategies to reduce estate and transfer taxes.
Incorporate into Estate Plan: Prepare business succession plan to compliment the transition of wealth that you desire to occur upon your death.
-
Comprehensive Distribution Plans: Clearly outline your wishes for asset distribution and guardianship of dependents.
Appointment of Personal Representatives: Assist you with the selection of trustworthy individuals to manage your estate’s administration.
Ensuring Validity and Clarity: Draft a legally sound will to prevent future disputes or confusion.
-
Flexibility and Control: Create a trust that can be modified or revoked as your needs change over time.
Avoiding Probate: Streamline the distribution process and ensure privacy for your estate.
Asset Management During Incapacity: Appoint a trustee to manage your assets if you become unable to do so yourself.
-
Minimizing Tax Liability: Strategize ways to minimize estate and gift taxes for a more efficient transfer of wealth.
Maximizing Exemptions: Take full advantage of available exemptions and deductions.
Charitable Contributions: Reduce taxable estate through well-planned charitable giving strategies.
-
Asset Protection: Protect assets from creditors, lawsuits, and other risks by transferring ownership to an irrevocable trust.
Estate Tax Reduction: Reduce your taxable estate through effective use of irrevocable trusts.
Long-Term Security: Provide for beneficiaries with a trust that cannot be modified once established.
-
Preserve Property Ownership: Retain control of real property during your lifetime while ensuring it passes smoothly to heirs.
Avoid Probate: Transfer real property to beneficiaries without the need for probate proceedings.
Advise On Appropriateness: Provide you advice on whether a Lady Bird Deed is a good option for you.
-
Safeguarding Wealth: Protect personal and business assets from creditors, lawsuits, and financial risks.
Trust Structures: Utilize irrevocable trusts and other tools to shield assets.
Risk Management: Develop a strategy to safeguard your wealth for future generations.
-
Business Succession: Transfer ownership of family-owned businesses or assets to heirs while maintaining control.
Tax Benefits: Reduce estate taxes and protect assets from creditors through effective FLP structures.
Gift and Wealth Transfer: Use FLPs to facilitate gifting strategies with greater tax efficiency.
-
Maximizing Charitable Giving: Establish charitable remainder trusts (CRTs) or charitable lead trusts (CLTs) for philanthropic goals.
Tax Deductions: Reduce estate taxes while supporting causes that matter to you.
Creating a Legacy: Support charitable organizations and leave a lasting legacy for future generations.
-
Strategic Gift Giving: Develop a plan to gift assets to family members or charities in a tax-efficient manner.
Exemption Planning: Maximize the annual gift tax exclusion and other available exemptions.
Generational Wealth Transfer: Facilitate wealth transfer across generations while minimizing tax implications.
-
Financial Authority: Appoint someone to handle your financial affairs when you are not able to on your own.
Ensuring Your Wishes: Ensure that your financial decisions are in trusted hands when necessary.
-
Medical Authority: Appoint someone to handle your Medical decisions when you are not able to on your own.
Medical Treatment Preferences: Outline your preferences for medical care in the event of incapacity.
Peace of Mind: Ensure your healthcare wishes are respected and followed by family and medical professionals.
-
Protecting Loved Ones: Ensure the financial and personal care of family members with special needs.
Special Needs Trusts: Create trusts that protect eligibility for government benefits while providing for a loved one’s future.
Guardianship Planning: Plan for the appointment of a guardian to ensure your loved one’s well-being.
-
End-of-Life Care: Clearly define your wishes regarding end-of-life medical treatment and life support.
Peace of Mind: Ensure your family and medical providers understand your wishes for your care under an end-of-life scenario.
Rest easy.
Our goal is for you to have a deep understanding of your plan and how to implement and maintain it. Once your plan is in place, we encourage periodic reviews as laws are updated, and as your life situation changes.
Don’t take it from us…
“Cam Rogers was a perfect attorney to handle my Will. Competent, thorough and professional. I have had a number of Wills over the years but as one gets older the generations change. Cam helped me work out a satisfactory process. Not confusing, workable for my heirs. Thank you very much Cam Rogers.”
Ethan Repp
“Hired Cam for a Will and he was extremely patient explaining the many options for this legal process. He was extremely thorough and a true pleasure to work with. Highly recommended!”
Alan
