Please submit your request for an appointment for the office location of your choice in the boxes below. Once submitted, please expect a response within 24 hours during normal business hours Monday through Friday.
We understand your children are your most significant achievement. We know that you are concerned about your family — will future generations have the reserves essential to enjoy their lives as you do today?
Our aim is to help you combine your assets with your vision, to help you recognize how best to care for yourself while simultaneously providing for the people you love most. Therefore, we will help you to devise a plan that can permit you to provide for your children and grandchildren the maximum amounts the law permits. Further, if you must use an estate lawyer, we will work cooperatively with you and your lawyer to make your strategy as effective and efficient as possible.
CIC works cooperatively with you to help…
• Analyze your estate strategy
• Create a strategic fiscal strategy to maximize your transfer of assets
• Develop estate projections
• Determine estate tax responsibilities
• Address practical charitable contributions and gifting