Estate Planning
Every individual’s journey is distinct, and at Rohr CPAs, we understand that estate planning is more than just wealth transfer—it’s about cementing your values, ensuring the welfare of loved ones, and making decisions that resonate into the future. Whether refining an existing plan or crafting a new vision, our team is dedicated to translating your wishes into strategic actions, ensuring your legacy stands strong for generations.
Thoughtful Precision
Estate planning is a deeply personal journey that reflects not just financial decisions, but also your values, aspirations, and the legacy you wish to leave behind. At Rohr CPAs, we recognize the intricacies and nuances that come with charting this course. Everyone’s story is unique, with distinct desires on supporting loved ones, contributing to charitable causes, and determining the guardianship of their assets.
Going beyond just transferring wealth, we delve into the critical questions: Who will act as your Trustee or Executor? Are there specific charities that hold a special place in your heart? How can your estate plan ensure that your values and intentions are clearly conveyed and honored?
Our seasoned team walks with you every step of the way, offering a combination of expertise and empathy. With a comprehensive review of your trust documents, we demystify the complexities of your current estate plan. Whether it’s implementing changes to align more closely with your evolving wishes or architecting a brand new plan from scratch, our commitment is unwavering. At Rohr CPAs, we’re not just managing assets; we’re honoring lives, nurturing legacies, and ensuring that the imprints left behind are meaningful and lasting.
Estate Planning for All
Craft a legacy, whether vast or modest, with intentional foresight. Guarantee your intentions are realized, assets safeguarded, and family members supported, irrespective of your estate’s scale. Navigate your financial journey confidently with Rohr CPAs, intertwining your desires with astute financial insights.
Charitable Planning
Elevate your legacy by making a meaningful impact. Charitable gift planning not only allows you to support the causes you hold dear, but it also offers potential tax advantages. Let Rohr CPAs guide you in intertwining generosity with smart financial strategies, ensuring that your philanthropic goals align seamlessly with your overall estate and financial plans.
Our Wealth Management Services
Disclosure
Rohr and Associates, Inc. is a licensed accounting firm in the State of California that provides accounting and tax-related services. Investment advisory services are offered by WealthSource Partners, LLC (“WSP”). No portion of WSP’s services should be construed as legal, tax or accounting advice. Rohr & Associates, Inc. and WSP are independent and unaffiliated entities.