SPECIFIC AREA OF PRACTICE
Wills & Estates
Guiding all our clients through complex and sensitive estate planning is an important part of the service offered by CBM. We start by taking the time to listen and understand your wishes and concerns and then work with you to put in place an appropriate estate plan. Our comprehensive and discreet advice will help ensure the orderly succession of assets, the preservation of capital and the minimization of taxes. Our estate planning services for clients includes:
- Living wills
- Personal directives
- Power of Attorney
- Trust agreements
In addition we are also frequently called upon to assist executors and trustee with the orderly administration of an estate.
Our wills and estates services is complemented by our depth of experience advising in business structures and reorganizations. When combining these areas we can help business owners minimize their personal and corporate tax burden now and in the future.