Estate Planning

RTJ Financial Management uses creative financial tools to reduce or eliminate estate taxes.

• We screen, hire and monitor attorneys to implement Wills, Trusts, Health Care Directives and Durable Powers of Attorney, and other estate planning techniques.

• We regularly review insurance policies and investment accounts to ensure that all beneficiary information is current and reflects our clients’ wishes.

• We structure clients’ assets to minimize estate-tax exposure.

• We help clients leave lasting legacies through philanthropic endeavors they believe in.