Broker Check

Estate Planning

Have you considered how your estate will be distributed?

Our team at Rosenzweig Financial Services will coordinate with your tax and legal advisors to help you plan the orderly distribution of assets and maximize lifetime giving opportunities.

Together, we will put in place an estate planning process to help mitigate the impact of federal estate taxes, other transfer taxes, and probate with extensive evaluation. RFS’s goal is to help in the orderly transfer of assets from one generation to another in the most cost-effective manner.

Have a Question?

Thank you!