Estate Planning

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.

And we can help.

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.
Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships.  We offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we'll be there with you.

We help you...

• Clearly define your estate planning goals.
• Organize and create your estate planning team (experts on law, finance, and taxes) if you need one.
• Evaluate and recommend estate planning options.
• Decrease the problems and expenses associated with probate.
• Lessen taxes at time of death.
• Draft a working plan for conserving and effectively managing your estate after death.
• Ensure the assets of your estate are transferred to your heirs the way you want.
• Organize fair and adequate liquidation of estate to cover taxes and other expenses.
• Amend your plan as needed.

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