Private Clients & Estates
Roberts Zimmerman PLLC provides high net worth individuals and families with a highly strategic approach to structuring and advanced planning for their estates. A key synergy that compels the firm to offer estate planning services is that relationship between business planning and estate planning. Whether it stems from the overlapping issues of a business and its sole owner or the complicated relationships between partners related to succession planning, or issues critical to shareholders and management in larger companies, estate planning and business planning cross paths constantly.