Estate Planning
An effective estate plan must be thoroughly tailored to each person’s specific circumstances. That’s why we approach estate planning as a collaboration between you, your attorneys, and your advisors. Together, we work to develop, create, and execute a comprehensive plan that transitions assets to the next generation in a manner that is responsible, efficient, and consistent with your goals.
Among other things, an estate plan prepared by Arnold, Rodman, and O’Keefe can help: increase control over your assets; reduce friction between family members; increase privacy; reduce/eliminate probate costs; plan for incapacity; and reduce taxes.
