Rich Rotstein's Estate and Personal financial planning services focus on developing tax efficient strategies that facilitate the transfer of wealth.

Services include:

• Estate planning, including "estate freezes", to ensure that the impact of taxation on asset transfers is minimized
• Family budgeting and planning to meet future financial goals, and
• Co-ordinating with other professionals to ensure that your specific needs are met.

We work with you to develop a plan and thereafter assist with its implementation, focused on the achievement of your financial goals.

For more information about our business consulting services, please contact

Larry Rotstein at lsr@richrotstein.com

or

Larry Rich at lwr@richrotstein.com