Control Your Estate
Estate Planning and Wealth Management
Estate planning is a critical task for people of all income and wealth levels, as it is how you take control over what happens to your estate after you pass.
At Fuchs & Roselli, Ltd., our Estate Planning and Wealth Management Group offers a comprehensive and integrated approach to meeting clients’ estate planning, tax and wealth management needs. Our team is always mindful of the impact our services have on both the client and the client’s family, so we approach every engagement with the intention of establishing a long-term relationship as counselor to both the client and their family.
We constantly seek to develop methods for achieving clients’ personal goals for preserving and transferring wealth while minimizing the impact of income, estate, gift and generation-skipping taxes that could otherwise get in the way of those objectives.