Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets.  For business owners, providing for business continuity and succession of ownership is essential.  We can guide you through the complex process of getting your financial affairs in order.

What is estate planning?

Estate planning ensures the proper transition of one’s assets to beneficiaries. Your estate could include your car, home, property, financial accounts, business, or other assets that hold sentimental or financial value.

Proper estate planning is a critical step to avoid legal disputes or financial questions following one’s death. Understanding all the options and requirements of estate planning can be difficult. Thus, it’s important for you to talk to an expert in estate planning, like Rivero, Gordimer & Company.

Want to talk to Rivero, Gordimer & Company about estate planning?

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