Estate Planning Services for Individuals and Families
Estate planning isn’t just for the ultra-wealthy—it’s for anyone who wants to protect their family, preserve assets, and control how their legacy is passed on. At Riley & Company, we provide personalized estate planning services that align with your financial goals, values, and evolving life circumstances. From asset distribution to tax-efficient wealth transfer, we help you plan for tomorrow—today.
Why Choose Us for Estate Planning?
Comprehensive Planning Tailored to You
We work closely with you to understand your goals, family dynamics, and financial position to craft a plan that reflects your unique wishes.
Collaboration with Trusted Professionals
We coordinate with attorneys, investment advisors, and insurance experts to ensure your estate plan is legally sound and financially optimized.
Tax-Smart
Strategies
Our CPAs stay current on estate and gift tax laws to minimize tax liability and maximize what you leave behind.
Ongoing Reviews and Adjustments
We revisit your estate plan as your life changes—marriage, children, business growth, or retirement—to ensure it always fits your situation.
Compassionate, Confidential Service
We know estate planning involves sensitive conversations. Our team provides professional guidance with the utmost discretion and care.
Our Estate Planning Services Include
Asset Allocation Guidance
We help designate how your property, investments, and savings will be distributed to heirs, trusts, or charities—according to your priorities.
Gift Tax and Charitable Planning
We design gifting strategies that transfer wealth during your lifetime while reducing future estate taxes.
Trust and Estate Tax Preparation
We prepare fiduciary, estate, and gift tax returns, ensuring full compliance with IRS rules and opportunities for tax savings.
Business Succession Planning
We guide business owners in planning for leadership transitions, ownership transfers, and minimizing estate tax impact.
Trust Administration Support
Our team works with trustees to help manage and execute trust terms efficiently and in compliance with tax and legal requirements.
Ensure your wishes are honored, your loved ones protected, and your legacy preserved with thoughtful estate planning.
Our Proven Process
Discovery Meeting
We discuss your financial assets, family needs, and personal goals to establish a clear planning foundation.
Strategy Development
We build a customized estate plan, incorporating tax strategies, succession plans, gifting, and beneficiary structures.
Implementation & Coordination
We collaborate with your attorney and financial advisors to execute your estate documents and plan components.
Ongoing Review & Updates
We provide periodic reviews to ensure your estate plan evolves with your life events and legislative changes.
It’s Never Too Early to Plan for the Future
Without an estate plan, the state decides how your assets are divided. Don’t leave it to chance—let Riley & Company help you secure your legacy today.
FAQ
Frequently Asked Questions
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Do I need an estate plan even if I’m not wealthy?
Yes. Estate planning isn’t just about wealth—it’s about ensuring your wishes are followed and your loved ones are protected, no matter your asset level.
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What documents are included in an estate plan?
Typical plans may include wills, trusts, power of attorney, healthcare directives, and beneficiary designations. We help determine what’s right for you.
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How often should I update my estate plan?
We recommend reviewing your estate plan every 3 to 5 years or after major life events such as marriage, divorce, new children, or significant asset changes.
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Can you help with estate tax returns and planning?
Absolutely. We prepare estate, gift, and fiduciary tax filings and apply strategies to reduce estate and transfer tax exposure.
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What’s the difference between a will and a trust?
A will outlines asset distribution after death and goes through probate. A trust allows assets to be managed and transferred privately, often with more flexibility.