We know your family is your proudest and most important accomplishment. We understand that you worry about your children and grandchildren — will the next generation have the resources they need to enjoy their lives as you do?
Our goal is to help you pair your wealth with your purpose, to help you understand how best to take care of yourself while at the same time providing for those whom you love the most. Therefore, we will work with you to help create a strategy that will allow you to transfer to your children and grandchildren the maximum amounts allowed by the law. Additionally, if you need to hire an estate attorney, we will work collaboratively with you and your attorney to make your plan as efficient and effective as possible.
CIC works collaboratively with you to help…
• Assess your estate plan
• Develop a strategic financial plan to maximize your transfer of wealth
• Prepare estate projections
• Calculate estate tax liabilities
• Plan for effective charitable gifting and contributions