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Estate Planning

You have worked hard all your life to accumulate the wealth you have today, but have you considered where and how you want your assets to be dispersed after your death?

We understand that without proper planning, probation or taxes may eat a large portion of your estate at the time of your death. Changes in estate tax laws add to the complexity, and often the confusion, when it comes to dealing with these matters. Planning your estate is a team effort between client, attorney and financial planner. We can help you assess your current estate value and illustrate how much will pass to your heirs and how much may be taxed or probated. Together, we can develop a plan based on what you wish to accomplish.

Other areas of focus, include charitable planning and gift planning to reduce the impact of taxes and leveraging assets to provide more to those you love when you are unable to help them along. The longer you wait to do something, the larger the problem becomes. Our services include:

  • Estate Preservation
  • Estate Cost Analysis
  • Charitable Planning
  • Gift Planning
  • Tax Savings
  • Multi-generational Wealth Transfer

CFG Wealth Management and its employees do not provide legal advice. Advice is limited to insurance and investments. Please seek legal counsel prior to making any legal decisions.

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