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Estate Planning

Planning your estate is a personal endeavor, but an extremely important one that allows you to achieve the goals you want, ensuring the financial security of your family. 

In addition to having a will, complete Estate Planning also involves making arrangements for handling your assets both while you are alive and upon your death.

At H2R CPA, we can help you navigate this complex process.

What is Estate Planning?

Components of Estate Planning can involve setting up trusts for your children, managing your assets, sheltering your estate, and maximizing tax saving opportunities through gifts to family and charities that are important to you.

Estate Planning Services

​H2R CPA Estate Planning services include:
  • Review of Wills and Powers of Attorney
  • Generational transfer techniques
  • Life insurance review
  • Charitable trusts
  • Residence trusts
  • Gifting programs

Meet Our Estate Planning Specialist

Pittsburgh Estate Planning
Paul K. Rudoy, CPA/PFS Managing Partner

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Pittsburgh Estate Planning

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what we do

​Tax 
​Assurance
Business Consulting
Automated Payroll Processing

Estate Administration

specialties

Business Valuation
Litigation Support
Succession Planning
Estate Planning
Wealth Management
Outsourced CFO
​
Transaction Advisory

who we serve

​Closely Held Businesses 
Nonprofit Organizations
 
High Net Worth Individuals
​
Fraternal Benefit Societies

industries

Manufacturing and Distribution
Construction
Technology
Real Estate
​
​Professional Services
Hospitality

Minor League Baseball

connect with us

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LEGAL DISCLAIMER   ||   PRIVACY POLICY  ||  CLIENT PORTAL  ||  CAREERS  ||   BLOG   ||   SITEMAP

875 Greentree Road   |   Seven Parkway Center, Suite 1000   |   Pittsburgh, PA 15220   |   Phone: 412.391.2920   |    Fax: 412.391.4703

H2R CPA is a local Pittsburgh CPA firm with a 60-year history of serving businesses, nonprofits and individuals throughout the western Pennsylvania region, including Allegheny, Armstrong, Beaver, Butler, Fayette, Mercer, Washington and Westmoreland counties. Formerly known as Horovitz, Rudoy & Roteman, the H2R CPA team has a reputation for establishing long-term, trusted relationships with clients while delivering tax, assurance, business consulting, automated payroll processing and estate administration services.
Copyright © 2018 H2R CPA
  • Home
  • Who We Are
    • Leadership Team >
      • Paul K. Rudoy
      • Leo A. Hannah
      • Alex M. Kindler
      • Kieran O'Dea
      • Edward G. Scherer
      • Sara Beauseigneur
      • William M. Bodnar
      • Cara M. Colavita
      • Dominic T. Cutuli
      • Joseph M. Delisi
      • Brett Fulesday
      • Stephen A. Silverman
      • Jeff Wolstoncroft
    • Client Satisfaction
    • CPAAI
    • In the Community
    • Video Testimonials
  • What We Do
    • Tax >
      • Tax Planning
      • State and Local Tax
      • International Tax
      • Tax Credit Certification
      • Cost Segregation
    • Assurance >
      • Audits, Reviews and Compilations
      • Due Diligence
      • Employee Benefit Plans
      • Nonprofit Organizations
      • International Financial Reporting Standards (IFRS)
    • Business Consulting >
      • Business Valuation
      • Litigation Support
      • Succession Planning
      • Estate Planning
      • Wealth Management
      • Outsourced CFO
      • Transaction Advisory
    • Automated Payroll Processing
    • Estate Administration
  • Who We Serve
    • Industries >
      • Manufacturing & Distribution
      • Construction
      • Technology
      • Real Estate
      • Professional Services
      • Hospitality
      • Minor League Baseball
    • Closely Held Businesses
    • Nonprofit Organizations
    • High Net Worth Individuals
    • Fraternal Benefit Societies
  • Tools & Resources
    • H2R CPA News
    • Publications
    • Tax Guide Online
    • Client Tax Notebook
    • Client Portal
  • Contact Us
    • Office Location
    • Careers at H2R CPA >
      • Tax Senior Team Member
      • Tax Manager
    • Complimentary Consultation
    • Referrals
    • Submit RFP
  • Blog
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