Estate Planning & Administration

CF+W provides high level estate planning and trust practice for successful individuals, business owners, executives, professionals and family-owned businesses.  We team with our clients’ financial advisors and other professionals to provide consistent and comprehensive advice.  Our goal is to ensure the successful transfer or disposition of assets and business ownership while achieving maximum tax savings.

We counsel clients on gift and estate tax considerations, powers of attorney and advanced medical directives.  We work within our clients’ comfort zone for wealth-preservation methods, such as trust formation, use of insurance policies, restructuring company or partnership ownership, all to maximize and preserve the value created by our clients.

We educate owners of closely-held businesses on tax-efficient strategies for transferring ownership and management of their businesses to children or others, with an emphasis and sensitivity to personal and family issues.

We work with our clients to protect their hard earned life savings from unnecessary taxes and unscrupulous third parties and insure that their legacy will span several generations.