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Estate Planning
Planning for the future of your business as well as the distribution of your
estate is a critical component of any financial plan. At AJ. Robbins PC, our
financial and accounting professionals will work with you to develop a
comprehensive estate plan to help protect the future of your assets. Based
on your goals, we can help you create a plan that will ensure the appropriate
transfer of your personal and business assets, while minimizing estate,
inheritance and gift taxes. Our areas of expertise span all phases of estate
planning, including:
- Retirement planning
- Succession planning
- Tax planning
- Estate valuation
- Gifting
- Trust administration
Department Head, AJ. Robbins Colorado Certificate #2830
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