The desire to understand and control your personal and family financial situation is typically the primary objective in developing a reasoned and comprehensive estate plan. Thoughtful and strategic estate planning is an important step in realizing that objective. Estate planning is a process by which individuals protect and preserve assets for themselves and for their heirs and beneficiaries and then transfer those assets, during life or upon death, consistent with predetermined goals. No matter your specific needs, our attorneys will help you develop an estate plan that is tailored to meet your unique goals, expectations, and family circumstances.
Tax considerations also play a key role in shaping your estate plan. Our attorneys have assisted many families in transitioning their estates to family members in an efficient and tax-effective manner. The Estate Planning Group at CCHA offers comprehensive estate planning services including the following: