Estate Planning
Rubin & Dombeck, LLC provides personalized and responsive service to estate planning clients as we counsel them at all the critical stages of their lives. Our experience and knowledge in the areas of estate planning allows us to plan for the least possible tax burden and administrative expense while maintaining maximum flexibility to accommodate each of our client’s unique situation.Our estate planning services include the following:
- Preparation of trusts, wills, living wills and power of attorney forms;
- Structuring gift giving programs;
- Planning for the disposition of insurance proceeds and retirement plan benefits;
- Coordinating arrangements for the transfer of family business interests, entrepreneurs and high net-worth individuals;
- Representing executors and beneficiaries throughout the probate process;
- Asset protection.