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Trust and Estates: Planning and Administration

After a lifetime of accumulating financial assets, you want to ensure your wealth is distributed according to your wishes rather than those of state and federal laws.

Investments in your retirement and your family members are all important considerations when crafting your estate plan.

It is also a common misperception that only individuals and families with significant wealth can benefit from such a service. In truth, anyone who wants to take a proactive, informed approach to retirement planning can benefit from the experience of an estate planning professional.

Understanding how to minimize estate taxes, maximize the availability of your assets to yourself and family members (and successors in a family-owned business) is what an experienced estate and trust professional can do for you.

CBM has a team of professionals with years of experience helping business owners and individuals make the right decisions about their financial assets. We can help you with the following, all of which are important components of your estate plan:

  • Annuities
  • Charitable giving
  • Education
  • Generation-skipping transfer tax
  • Help family-owned businesses succeed to a new generation of ownership
  • Life insurance benefits
  • Oversight of operational costs of family businesses
  • Retirement plans
  • Understanding the tax implications of gifting
  • Wills and trusts

Creating a comprehensive estate plan ensures that you have the most amount of control over your financial assets while minimizing tax liabilities.

CBM looks forward to helping you develop the best plan for you, your family and your business.