Estate Planning

After decades of work and sacrifice, you have achieved financial prosperity. Now, it is your hope that the assets you have built will pass on to the people and institutions that matter most to you.

This is the time to prepare for their future with estate planning.

The Benefits of Estate Planning

Rogers, Anderson, Malody & Scott, LLP works with you to:

Minimize the taxes your estate will face. Tax rates can range as high as forty-five percent.  Partnering with our accounting team helps you pass on what you have built to your intended beneficiaries. We complete the necessary tax documentation and identify opportunities for tax savings, such as an annual gift tax exclusion.

Dispose your assets based on your wishes. Without planning, the courts may distribute these assets according to state law. Our team helps you to prepare a will and other trust arrangements. These documents can schedule your assets to be disbursed to beneficiaries in the way that you choose and upon certain dates or milestones.

Arrange for business succession. If you are the owner of a closely held business, you want to make certain that your company’s future is secure. Turn to Rogers, Anderson, Malody & Scott, LLP. We have six decades of experience working with both individuals and institutions. Our expertise in business succession planning means that we can help you and your heirs to realize the value of your business.

Our Process and Our Personalized Service

People rely on Rogers, Anderson, Malody & Scott, LLP because of our personal and expert approach in handling their assets. We help them make their most important decisions more easily and with greater confidence.

It begins with a review of your assets. As financial and accounting professionals, we can quickly analyze your portfolio and the opportunities for making the most of these holdings.

As part of this discussion, we get to know your goals for these assets. Understanding how you want to distribute your holdings lets us to tailor a solution that meets your needs.

Next, our team examines the “big picture” of your estate. We consult with advisors in important areas, including legal, trust, insurance, and investment.

Our company then prepares a comprehensive plan for your review. We identify solutions to potential tax liability on your estate; current opportunities to help you make the most of your estate; and, if necessary, business succession plans.

Rogers, Anderson, Malody & Scott, LLP does not stop there. Once you have established an estate plan, our team continually monitors the economic scene, your changing personal and professional needs, and the ever-changing tax laws and regulations. We also work closely with executors and beneficiaries to maximize the assets for distribution.

The professionals who guide this process handle your concerns and aspirations with personal care. We understand how important it is that your wishes be carried out, and we make great efforts to ensure that you know how your assets and your beneficiaries will be treated.

We invite you to learn more about our work.


Contact Us

Rogers, Anderson, Malody & Scott, LLP
Certified Public Accountants, since 1948

735 E. Carnegie Dr. Suite 100
San Bernardino, CA 92408
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909-889-5361 FAX