Estate Planning

You have worked hard to accumulate your wealth. We work hard to maximize it through careful estate planning.  We can review your existing estate plan or construct a new one.  RSSM experts coordinate with other professional advisors to help secure your heirs’ financial security. We specialize in estate planning for high net worth individuals, dual earner families along with multigenerational planning, business succession and wealth transference.

Our services include:

  • Gift and estate planning
  • Trust administration
  • Charitable giving planning
  • General financial planning
  • Business valuation
  • Planning for the transfer of family owned businesses

Contact Alan Willinger, CPA, JD for more information

(212) 303-1011
Email Alan Willinger, CPA, JD

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