Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help. Not knowing your legal and financial rights often ends up costing you more in the end.
You may feel that you're too young to care about estate planning. Or, perhaps the reminder of death makes you uncomfortable. You might be tempted to put the whole thing off, assuming that it will just take care of itself. In all cases, estate planning ends up saving your family lots of time, heartache and money.
At RM&N we strongly believe in a team approach - "do what you do best" - teaming our expertise with the services of qualified estate planning professionals. Together we offer significant experience planning for wealth transfer and transfer tax minimization.
The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process. RESOURCES FOR BENEFICIARY FILING: 2014 Instructions for Schedule K-1 (Form 1041) for a Beneficiary Filing Form 1040 2015 Instructions for Form 1041 and Schedules A, B, G, J, and K-1 |