Estate Planning Highlights
Our investment approach is a consultative one and includes the following tenets:
Estate Planning Strategy: Developing a comprehensive estate plan that outlines how a client's assets will be distributed upon their death.
Tax Planning: Assisting with strategies to minimize estate and inheritance taxes, including the use of tax-efficient trusts, charitable donations, and gifting strategies. This also involves coordinating with tax professionals to ensure compliance with tax laws.
Asset Protection: Implementing strategies to protect assets from potential creditors, lawsuits, or other claims.
Charitable Giving: Advising on strategies for charitable contributions, including charitable remainder trusts, donor-advised funds, and planned giving options, to fulfill philanthropic goals while potentially reducing estate taxes.
Education and Communication: Educating clients and their families about the estate plan, its components, and how it will be executed.
Coordination with Other Professionals: Collaborating with estate planning attorneys, tax advisors, and other professionals to ensure that all aspects of the estate plan are aligned and effectively implemented.
CANE Experts
Highlighting a CANE team member that excels at Estate Planning:
Christopher Duffy J.D.
Managing Partner
Joe DiCriscio
Financial Planning Consultant
Frank Rosala, CFP®
Financial Planning Coordinator
Let’s talk about Estate Planning
We’re looking forward to talking
Need help with your estate planning? CANE can help.
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Protect your financial interests by having your planning needs met.
