Planning for Your Financial Future

Developing a long-term financial strategy that suits your life can be a challenging task. Together we can help implement a plan for your future. We ensure an orderly transfer of your assets to your successors and support for your philanthropic goals - all in a way that minimizes the complicated taxes that can reduce the accumulated wealth you have worked so hard for.

Preserving and managing assets requires an approach administered by specialists aware of the intricacies of trusts, estates, taxation, and business. Hertzbach has the expertise required to develop and manage a seamless plan for your future.

Our advisors can help you in the following areas:

  • Estate & Gift Tax Planning
  • Estate & Trust Administration
  • Business Succession Planning
  • Family Limited Partnerships
  • Pension Plans
  • Charitable Giving
  • Retirement Plans

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