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Estate Planning
Alpern Rosenthal understands how important it is to plan properly for
the financial security of your heirs and to minimize your personal
taxes today. That's why we offer comprehensive services in estate and
business succession planning based on the latest information and
strategies. From minimizing taxes, to helping you understand gift
programs, our expert estate planning team will make planning for the
future a clearer, more understandable process. Our highly skilled
professionals provide hands-on personalized services, guiding you in
the right direction regarding all aspects of estate and tax
planning.
Our services include:
- Business succession, estate and financial planning
- Tax review of estate documents
- Trust administration
- IRS, State and Local Tax examinations and controversies
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