Estate & Succession Plans

Our firm serves as an estate planning resource to law firms, accounting firms and banking institutions for their difficult and unusual estate planning needs. RMC has the experience to analyze and plan a complex, financial inter-relation of the estate plan, the income tax consequence of business transfers, as well as valuation reductions for other specific areas.   Business succession planning is an integral part of the estate planning process for closely-held business owners. 

RMC believes in a team approach to serve the client’s needs. Frequently, we work with the client’s other advisors including insurance agents, financial planners, accountants and attorneys. Members of RMC have published chapters in books regarding estate planning, including buy-sell agreements.