Estate & Succession Planning
Estate transfer planning is an essential step for anyone with heirs or property they hope will be successfully inherited by the appropriate parties. Roth & Co.’s team takes a customized approach to this complex field, preparing your estate so that it passes onto further generations or heirs with the minimum possible loss.
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OUR TAKE
August 16, 2023
Investors in January 2023
January 2023 Investors: The market feels very risky right now. With inflation still very high, and the Federal Reserve aggressively raising rates, I’ll play it safe and invest in short duration treasuries...
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