Many people spend a lifetime accumulating assets and building wealth with the intention of passing it on to their beneficiaries. Without the proper planning, a person’s death can create significant hardships on the beneficiaries.
There are many factors to be taken into consideration when an estate is passed to beneficiaries, settlement costs such as probate fees and taxes on death. In some cases, taxes owed at death are substantial, and assets may have to be liquidated to pay them. Nothing is more certain than death and taxes, yet many avoid the obvious estate planning solutions.
A sound estate plan can eliminate many of these problems that arise during the settlement of an estate and help you keep the money in the family. Our plans almost always focus on tax minimization and privacy for the testator. Properly designed wealth transfer strategies assure that one's future generations are financially secure. CSIC, can provide highly effective solutions and maximize the amount of wealth transferred to loved ones and other beneficiaries.