Estate Planning

What type of legacy will you leave?


At CM&A, we understand that leaving behind a legacy is important to most of our clients. For many, that means protecting their wealth so that their family will be taken care of in their absence and the charitable organizations they care about most can also benefit. Our team of experienced financial advisors are here to help with strategic estate planning to ensure that you leave the legacy you want to leave.

Our team will start by helping you understand your current estate plan and how it works with the existing tax law. This will give you a better idea of how your assets will be distributed and how much will be taken out for taxes. Then, your CM&A financial advisor will work with your accountant, tax professional, and any other financial professionals to ensure that the value of your assets is maximized as they are distributed to your family and charitable organizations.

While your attorney will be the one to help you create fundamental estate planning documents such as wills, trusts, power of attorney, and health care proxy, we will be there to help you understand the complexities of each of your options. By maximizing the value of what you leave behind and minimizing taxes, you’ll be able to leave behind a powerful legacy for those you care about most.

Don’t wait to plan the details of your legacy. By understanding your options and how to maximize what you leave behind, you’ll enjoy the peace of mind in knowing that your legacy will live on after you are gone. Schedule a consultation today to start your estate planning.



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