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 TRUSTS AND ESTATES
At Rubin Wealth Advisors, we tap into our extensive experience in the areas of trust and estate planning to help our clients preserve their wealth and direct it appropriately to loved ones and charitable organizations. Through personalized attention and partnerships with tax and legal professionals, we help clients develop purpose-driven legacy plans, coordinate estate distribution, protect against estate administration expenses and delays, and pass the full value of the estate on to heirs. Among the services we provide are:
TRUST AND ESTATE SERVICES
∙ Estate planning and distribution strategies
∙ Fiduciary/trust services
∙ Revocable/irrevocable life insurance trusts
∙ Lead/remainder/dynasty trusts
∙ Charitable lead/charitable remainder trusts
The system we use:
The TOLI Expert System is an analytical process that assists clients and their advisors in addressing the complex tax, trust and legal issues involved in the ownership of life insurance inside irrevocable insurance trusts. This system employs a comprehensive five-step process (including a Policy Management Statement) to assure that the client receives clear objectives for the insurance, and written, quantifiable standards that assist the trustee in the selection, structure, maintenance and service of the policy over the grantor's lifetime.
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