Our Services
ESTATE & TRUST TAX
Estate Planning Is Not Just for the Wealthy…it’s for Everyone
Estate Planning
Planning for your family’s financial future is not just for the one percent; it’s important for everyone especially if you have a spouse or children.
The reality, of course, is that most people do procrastinate and never get around to estate planning until it is too late. There are many reasons why this happens. Perhaps you are under the impression that it is too expensive. Maybe you just don’t want to think about death because it’s unpleasant or feel that because you are young and healthy, there’s plenty of time to worry about the future later.
Unfortunately, you could be wrong, and your family could be in for a surprise. Because if there’s no estate plan in place, then state laws dictate how your assets and property are divvied up — not you or your family.
We Are Here to Help You
If you’re ready to start planning for your loved ones’ financial future, you probably have plenty of questions. The good news is that we have answers. We’ve developed relationships with investment advisors, attorneys, and other financial professionals so that we are able to develop a long-term estate plan that meets the individual needs of every client. We also stay current on tax law changes that affect estate planning.
Here’s what else we do for you:
- Allocating assets to spouses, children, trusts, and charities
- Periodic review of estate planning needs as your family situation and finances change
- Gift tax strategies
- Business succession planning
- Trust administration
- Tax planning and preparation including estate, gift, and fiduciary tax returns
Don’t Your Loved Ones Deserve Peace of Mind?
If you haven’t developed an estate plan, it’s not too late.
Call our office and schedule a consultation today because you and your loved ones have nothing to lose, but everything to gain.
Estate and Trust Tax Questions, Answered
What estate and trust tax services does RRBB provide in New Jersey?
RRBB’s estate and trust tax work covers tax planning and preparation — including estate, gift, and fiduciary tax returns — allocating assets to spouses, children, trusts, and charities, and periodic review of your estate plan as your family situation and finances change. It sits alongside the firm’s broader Estate Planning Services and Trust Support in NJ and NY, and RRBB serves estate and trust clients from offices in New Jersey (Somerset and Union), New York and Maryland.
Does RRBB prepare fiduciary and estate tax returns?
Yes. Tax planning and preparation including estate, gift, and fiduciary tax returns is part of this service — for executors, trustees and families administering an estate or trust.
Do I need an estate plan if I’m not wealthy?
Planning for your family’s financial future is not just for the one percent — it matters for anyone with a spouse or children. If there’s no estate plan in place, state laws dictate how your assets and property are divided, not you or your family. New Jersey families should also understand how the state’s inheritance tax works — see our guide, How the NJ inheritance tax works.
Does RRBB work with my attorney and financial advisor?
Yes. RRBB has developed relationships with investment advisors, attorneys, and other financial professionals in order to develop long-term estate plans — the firm provides the accounting and tax side and works alongside your attorney (RRBB is not a law firm).
