An estate plan is a plan you make that lets you choose how your money will be used after you die. Having one makes it easier for your friends and family to avoid conflict and confusion and can help you keep supporting the people and organizations that you love after you’ve died. A well-crafted estate plan can minimize the amount of state and federal estate taxes that will need to be paid after your death, which leaves more money for your friends, family and the organizations you care about.
Do you want to set up a trust fund to help your grandchildren go to college? Do you want to leave money to your favorite charity? Think about how you’d like to help the people and organizations that have mattered the most to you throughout your life and then tell us what you’d like to leave for them and we will create an estate plan for you that honors your wishes.
Ready to discuss your Estate Planning needs? Get in touch with CFG.
To get started, simply fill out our intake form below. Answer all the questions, click Submit and we’ll be in touch to discuss your unique estate planning needs, desires and goals.