Estate Transfer Strategies
Long-Term Asset Planning
You’ve worked hard to accumulate your wealth and want to know that the assets you leave behind will be there for your loved ones or the causes that are important to you. Estate transfer strategies include these essential components:
- Will: determines asset distribution
- Living Will: details your wishes when you are incapable of doing so
- Trust: defines how assets are managed and by whom
- Power of Attorney: acts on your behalf
We can help you identify your goals for future generations and create a long-term plan for your assets. We will coordinate with your legal and/or tax professional to help develop a plan that aligns with your values.
Contact the CFS team to schedule a complimentary, no-obligation appointment.