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Estate & Trust Planning
We coordinate with your estate attorney to align financial and tax strategies with your estate plan. Services include trust tax compliance, estate administration, beneficiary planning, charitable giving structures (CRTs, DAFs, CLTs), and generation-skipping transfer planning.
Our Commitment
✦ Senior CPA Access — Your account is managed by a licensed CPA, not delegated
✦ Discreet & Confidential — Your financial life is treated with the privacy it deserves
✦ Coordinated Advisory — We work alongside your attorney, banker, and investment advisor
✦ Long-Term Relationships — Many of our private client relationships span decades
Schedule Your Free Consultation
📞 (972) 360-6822 ✉ info@randcglobal.us 📍 11011 Richmond Ave STE 722, Houston TX 77042
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