Estate Planning Services

Meeting the Sophisticated Tax and Financial Planning Needs of Individuals

Are your assets protected? Rubino will show you the best path to ensuring your needs are being met.

Estate Planning Services That Protect Your Wealth

You have worked hard to accumulate assets while making ends meet, and eventually the time will come to determine the lasting legacy you want to leave behind. Estate planning is a delicate balance that requires meeting the needs of the present with an eye toward future goals. Whether you are an entrepreneur, C-level professional, or have a family, a customized, effective plan will put you on the path to achieving and exceeding your financial goals.

At Rubino, our partners are knowledgeable and proactive. We work with every client to understand their current needs and short-term plans and work to meet their future goals. This is accomplished through effective and creative strategies that are designed to minimize your tax burden and protect your wealth for future generations.

Rubino is a trusted partner. We help clients achieve their goals and grow by being in sync with what they need and by providing the experience and expertise of a large firm with the service of a small firm. Learn more about our staff or find out more about us and what drives us to be a complete CPA firm.

Why Is Estate Planning so Important?

Protect Your Assets

Estate planning isn’t something solely intended for high-net-worth individuals. All families need a plan for what will happen to assets when someone passes on.

Eliminate Animosity

When a well-off relative dies, how their assets are handled can easily come between family members. An estate plan is necessary to avoid these disagreements because you choose who controls assets after you are no longer able to control them yourself.

Alleviate Tax Burdens

Financial decisions should always be made with an eye on the present and immediate future, and tax burden on inheritance and estate taxes.

A Commitment to Client Success

For more than 40 years, Rubino has provided highly specialized public accounting, tax and financial planning, regulatory consulting, and related financial services.

Let’s Start Planning

Our services include:

Attestation
Employee Benefits Plans
Strategic Outsourced & Advisory Resources
Litigation & Claims Support
Government & Nonprofit Compliance
Tax Consulting
Wealth Management
Proposal Management & Consulting

A Unified Mission

At Rubino, our clients always come first. We are unified in our mission to create a positive impact on our clients, our company, and the community.

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With the Rubino Team, Anything Is Possible

With Rubino, there truly is strength in numbers. We are a nationally recognized leader in public accounting, financial services, tax advisory services, and regulatory consulting.

Estate Planning Services