Estate Planning

estate planningRotenbergMeril’s financial planning services help our clients save or defer taxes and retain capital. We offer guidance and strategies in many estate and trust planning areas including:

  • Personal, insurance, and estate planning
  • Family gift and charitable planning
  • Retirement income and business succession planning
  • Pension and profit sharing planning

Our goal, is to help you keep more of what you have earned. Our dedicated team is skilled at finding opportunities to minimize or defer taxes using the latest techniques available while staying up to date with ever-changing and complex tax laws.

Talk to one of our estate planning specialists today to learn how RotenbergMeril can help you achieve your wealth preservation and transfer goals.

Contact Barry Bertiger or Tony Torchia.