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Estate Planning

Estate planning is a critical component of wealth management, yet one that is often overlooked. Our goal is to help Rushton Wealth Management clients protect and preserve their assets, to provide for future generations, and to help fulfill philanthropic wishes, and doing so in a tax efficient manner.

  • Manage estate taxes
  • Manage Assets
  • Provide for Special Needs Family Members
  • Gift/Estate Tax Mitigation
  • Business Succession Planning

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

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