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.