Rushton gives business and personal counsel for high-wealth individuals in a myriad of estate planning areas such as compiling asset inventories, protecting assets and transferring land titles and other estate properties.
Developing a thorough professional plan for your estate may require interacting directly with your attorney, banker, stock broker, insurance agent and pension plan advisor, not just with you and your spouse. We have the experience to do that seamlessly, to ensure your overall plan is organized and executed properly.
Our estate planning team consists of independent, fee-based consultants. Our interest is strictly optimizing your financial future.
Rushton's Estate Planning Team Leaders
Barclay Rushton, CPA
As a senior Tax Partner whose specialties include business valuation and tax and estate planning, Barclay Rushton directs much of his expertise on business and estate planning for physicians and their practices. His accounting and estate planning career spans nearly three decades.
Perry Barnett, CPA
A former banker with extensive experience in business lending and the long-time head of Rushton's Business Services division, Perry Barnett specializes in tax and estate planning, business formation and succession planning. His keen insight into business and personal finance gives him an overarching perspective that proves extremely valuable in multi-faceted estate planning.
Sally Walden-Crowe, CPA, Retired of Counsel
After working as a CPA for more than 30 years, Sally Walden-Crowe retired in 2013 but the firm is still taking advantage of her expertise during tax season. She counsels clients on complex matters and reviews returns.