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.

Estate Planning Services

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.

​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

Learn more about H2R Wealth Management.

Meet Our Estate Planning Specialist

Paul K. Rudoy

CPA/PFS | Partner