At some point in time, we all think about what will happen when we are gone. Estate planning is the concept of looking at that issue in a rational and caring way. Passing our assets to family, friends, institutions, or charities is one way of allowing others to utilize that which we have accomplished in our lifetime.
Intergenerational estate planning is a subject that is near and dear to most of us. Are you concerned about how your children and/or grandchildren will receive what you worked so hard to accumulate? Our planning team, working in conjunction with our legal department, will help you to determine how and where you would like your estate to pass, and gently guide you through the options of smooth transition.
Your CIG planner, with input from additional CIG team members, will carefully review with you your objectives and goals, wills, trusts, and other documents that form your estate plan. We take a proactive approach that results in greater peace of mind.