Estate Planning and Wealth Transfer Strategies
Budros, Ruhlin & Roe, Inc.'s priority is to ensure that our clients' wishes are reflected in their estate plans. Our professionals work with your attorney to accomplish this. Our proprietary process, The Legacy Maximization AnalysisTM
, provides an important overview of your assets and how they will potentially be dispersed during an estate settlement, and helps provide assurance that all pertinent documents are in place.
Our experts not only monitor estate tax laws and regulations that could impact your estate planning goals upon your death, but also assist you in planning transfers of wealth during your lifetime to family members or other heirs. Many of our clients are philanthropists, so we work with them to select the best avenues to provide charitable gifts that continue to give.