Planning That Lasts More Than a Lifetime

As a charitable, family-run firm, we know one of life’s greatest rewards is sharing your wealth with others. However, it takes elevated planning and knowledgeable guidance to ensure your financial legacy makes an enduring difference in the lives of your family, peers and charitable recipients.

Nemes Rush helps formulate and execute estate plans and trust strategies that control the distribution of your assets to the benefit of you, your family and the causes you care about. Forgo the process entirely, and the government will most likely intervene on your behalf—taking a toll in taxes, time and stress for your loved ones.

We work with you and other professional advisors to make legacy planning a positive, life-affirming endeavor that leads to the long-term, legally binding preservation of your family values, assets and personal wishes. Shape the way you wish to be remembered, make a tangible difference and secure your estate for generations to come.

Our estate and trust offerings include:

  • Will Creation
  • Estate Plan Review
  • Charitable Planning
  • Family Legacy Planning
  • Trustee and Fiduciary Support
  • Insurance and Risk Management Review
  • Intergenerational Family Financial Education
  • Carefully Considered Durable Powers of Attorney

Find the straightest path toward your goals.

Form CRS
Form ADV Part 2A

Nemes Rush is a registered name for J. Alden Associates, Inc. Securities offered through J. Alden Associates, Inc. FINRA/SIPC. In accordance with the USA PATRIOT Act and other regulations applicable to it, J. Alden Associates, Inc. advises users of its website that it will fully comply with any and all regulations which may be promulgated by the U.S. Treasury Department under the USA PATRIOT Act, including those that encourage financial institutions to share information with regulatory agencies and law enforcement about individuals or organizations that may be “reasonably suspected based on credible evidence” of engaging in terrorist acts or money laundering. Accordingly, any information provided to J. Alden Associates, Inc. may be provided to regulatory, government or law enforcement agencies if requested or if deemed appropriate by J. Alden Associates, Inc. Raymond James & Associates, Inc. (RJA) also acts in an agency capacity for client orders in equity and option securities. Pursuant to Rule 606 adopted by the Securities and Exchange Commission, RJA is presenting certain information with respect to order routing practices by the firm during the preceding three months. Other Investor Information