Effective estate and gift 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.  RCGN can provide you through the complex process of getting your financial affairs in order.  Our firm can assist you in the following areas:

• Preparation of U.S. estate and gift tax returns
• Creation of effective estate plans
• Investment, life insurance and retirement planning
• Analysis of personal, family and business financial security
• Identification of opportunities for education funding and gifting
• Analysis of employee benefits, compensation programs, and pension plans
• Planning for effective transfer of a business
• Financial and retirement planning
• Investment management and strategies