Rivkin, Rivkin, & Kaplan, Llc

Rivkin, Rivkin, & Kaplan concentrates its practice in the areas of estate planning, estate and trust administration, planning for children with special needs, and planned charitable giving. With experience in other areas of law and in financial planning and a sensitivity to the psychological and emotional issues often implicated by the passage of wealth, we take a broad, holistic approach to each particular individual or family situation. In line with this view, we do not attempt to squeeze our clients into pre-packaged solutions. Instead, we listen to their desires and concerns, educate them on tax and other legal issues affecting their planning, offer alternative approaches to achieve their goals, and tailor our work to meet their individual needs. Our work does not end with the preparation of legal documents. We also provide our clients and their other financial advisors with clear directions regarding the tasks necessary to implement their planning and communicate with our clients about updating their plans as their needs and circumstances change. We are careful and deliberate in our work. At the same time, we strive to do our clients’ work efficiently and pragmatically - and without over-planning - so that the scope of our work is driven by the value added. Our guiding principle is to counsel and assist each client as if he or she were a member of our own family.