Estate & Trust

Plan, Operate, Grow and Prosper

We understand that every family has unique dynamics and objectives. The Rose, Snyder & Jacobs Estate and Trust Service team works closely with families of wealth to ensure their vision and values are passed down to future generations. We believe in providing planning strategies that reflect what is important to each individual client, helping their wealth provide for the people and causes that are most important to them.

Our Estate and Trust Services include:

  • Federal Tax Compliance and Advisory
  • State and Local Tax Compliance and Advisory
  • Estate and Trust Tax Compliance and Planning
  • Gift Planning
  • Business Succession Planning
  • Family Succession and Legacy Planning
  • Retirement Planning
  • Tax Authority Representation
  • Investment Performance Monitoring
  • Intergenerational Wealth Transfers
  • Philanthropic Planning and Family Foundations