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Joel S. Rothman &
Associates, Ltd. is
dedicated to helping you in the following major areas:
Estate Planning
Planning
your estate should only be entrusted to the most highly
qualified professionals. At Joel S. Rothman &
Associates, Ltd., we have the necessary experience and skills
to assist you in preparing for the future. Only after
carefully listening to your needs will we design a plan
for you. We will work closely with your accountant,
insurance agent, and investment adviser to assure a
smooth transition in the event of disability or death,
minimizing taxes and expenses. Our planning is often
multigenerational to provide tax benefits and asset
protection to your beneficiaries which could otherwise
not be attainable.
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Business Planning
Many
crucial issues face individuals starting and operating a
business. Joel S. Rothman & Associates, Ltd. will provide
consultation to you in selecting the right choice of
business entity, recommending tax saving strategies,
asset protection and assisting with smooth succession
planning.
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Estate and Trust Administration
Joel S.
Rothman & Associates, Ltd. assists clients and their
families with estate and trust administration. We
prepare estate and gift tax returns, estate and trust
accountings, and other necessary documents quickly and
cost effectively in order to save time, money and the
emotional burden of an extended settlement.
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Asset Protection
An increasingly
litigious society has made developing a
strategy to protect your assets from
potential creditors more important than
ever. We can advise you regarding techniques
for arranging your affairs to avoid claims
that might be made against you during your
lifetime, against your estate at death or
against those you wish to benefit after your
death.
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Charitable
Gift Planning
As we have
reaped the benefits of our society, we
believe that it is important to provide
opportunities to others and to better our
country and our world. In the course of
doing so, there are tax and other benefits
that can be provided to the donor and
beneficiaries of the donor through careful
planning. Joel S. Rothman &
Associates, Ltd. has
many years of experience in advising our
clients as to how to ‘do well while doing
good’.
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