RAPPS & ASSOCIATES CAN INTEGRATE YOUR INVESTMENT, ESTATE AND TAX PLANNING INTO ONE SOUND STRATEGY.

Many successful people have a unique talent for accumulating wealth, but frequently fail to take steps to protect their assets for themselves and their families. Moreover, they are not always advised about sophisticated planning opportunities that can reduce taxes.

Are you doing all you can to reduce taxes?

Are your investments working in concert with your estate plans?

Are your assets protected from creditors?

Because of our experience in finance, law, taxation and sophisticated estate planning techniques, we have the capabilities to provide you with a custom-designed strategy that integrates your investment, estate and tax planning into one sound strategy.

A FOCUSED PROFESSIONAL PRACTICE

Rapps & Associatesca is a law firm and advisory practice providing our clients with cutting-edge solutions in the flowing key practice areas.

  • Estate Planning Design
  • Income Tax Reduction Strategies
  • Executive Compensation Strategies
  • Asset Protection Planning
  • Family Protection Planning
  • Tax-Advantaged Investment Structures
  • Business Succession Planning

WORKING IN CONCERT WITH YOUR CURRENT ADVISORS

All of our clients have expert advisors –CPAs, financial advisors and insurance agents – who help the in different ways. We make sure all these areas are coordinated by looking at your financial situation from a cross-disciplinary basis – not just from a legal perspective, but across the board within a unique multidimensional framework.

We work with your advisors. We don’t replace them. In fact, advisors introduce many of our clients to us to ensure that nothing is missed in their clients’ planning arrangements.

Our clients don’t hire us to tell them what to do. They’re all highly successful business people who make their own decisions. They do hire us, however, to understand their objectives and to show them the alternatives – and tradeoffs – of various options so they can make their own decisions.

SPECIFIC EXPERTISE

The core of our practice is in the areas of estate planning, asset protection and strategic tax planning, We deliver the high-quality and sophistication of a big firm, but with the personal involvement, creativity and exacting attention to detail only a boutique firm can deliver.

BROAD EXPERIENCE

We have honed our tax-saving skills by representing a diverse and highly successful group of senior executives, investment professionals, CPAs, attorneys and business owners, including some of America’s most affluent families. In fact, in aggregate, we have been involved in over $1 billion of client transactions.

Our clients have the resources to add any firm in the country to their planning team, but have chosen us because of our proven ability to save them significant tax dollars.

Our clients hire us to understand their objectives and to show them the alternatives of various options so they can make their own decisions.

PROTECT YOUR WEALTH WISELY

Our clients have a genius for creating wealth, but when it comes to protecting that wealth, they come to us.

Let us complement your planning team with our specialized knowledge and talents.

To find out how our advanced techniques and sophisticated solutions can save you money, schedule a consultation today.