Estate and Tax Planning 

Have you ever considered what would happen if you were no longer able to take care of your family?

An estate plan is a key component of your overall wealth management strategy. Your family will appreciate the care you took to provide for them and to spare them the burden of putting your affairs in order during a most difficult time. With planning, you can maximize the value of your estate, minimize taxes, have control over how your estate is distributed, and help avoid conflict among your beneficiaries.

At RT Wealth Management, we can help identify estate planning opportunities and issues, engage experts to advise you on strategies that suit your circumstances, and oversee the successful implementation of your personal estate plan.