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RTJ
uses creative financial tools to reduce or eliminate estate taxes.
- We
screen, hire and monitor attorneys to implement wills, trusts and other
estate planning techniques.
- We regulary review insurance policies and investment accounts to ensure
that beneficiary information is updated per our clients’ wishes.
- We structure clients’ assets to minimize estate-tax exposure.
- We help clients leave lasting legacies through philanthropic endeavors
they believe in.
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