Estate & Trust Services

Consolidated services from one team at one firm

Estate planning is not just having a will. It involves arrangements for managing your assets while you are alive and upon your death, while often minimizing the estate tax impact on your family.

Usually estate and trust services involve a team of professionals: Certified Public Accountant (CPA), an attorney, a financial planner or investment advisor, insurance agent and bank trust officer. Jones & Roth offers its clients a unique in-house Estate and Trust Services Team that can provide the accounting, tax planning, financial planning, investment advice and insurance analysis all under one roof. Our team works closely with your attorney to create a tailored plan for you and your family.

Our services include:

• Federal and state fiduciary income tax return preparation
• Federal and state estate tax return preparation
• Financial statement preparation and related accounting services
• Estate planning
• Retirement planning
• Financial planning
• Investment advice and management
• Asset protection
• Insurance coverage review
• Business succession planning
• Business valuation
• Evaluating buy-sell agreements