Estate Planning Analysis

What is an Estate Planning Analysis? Are you confident that your heirs will be properly taken care of when you are no longer around to help support them? Do you have a plan in place to ensure your spouse, children, and favorite charities will each receive the financial gifts you want them to have? If not, you are, unfortunately, not alone. Many Americans are careful to create a financial plan for while they are alive, but do not plan for after

death. CIA Financial Group works with people everyday to help properly plan their estate through probate avoidance techniques, gifting strategies, and will/trust implementation. It is through this careful planning that we may be able to help ensure your heirs will be taken care of when you are not around to do so.

Why can you trust CIA Financial Group to provide you with Estate Planning Analysis?

CIA Financial Group will work hand-in hand with your attorney to ensure the plan for your estate is prudent.
You will want to shield your family from excessive estate tax burdens.
CIA Financial Group can develop a strategyto potentially minimize those tax ramifications.
You have worked too hard and for too long to have the financial rewards stripped away due to imprudent planning.
CIA Financial Group is 100% committed to planning your family's future so future generations may benefit from what you leave behind.
CIA Financial Group maintains regular communication with our clients taking advantage of our Investment
Management services.
Clients will have access to our 90-Day Client Contact Program, 90-Day Client Report Program, and 6-Month
Client Review Meeting Program.

To discuss your Estate Planning Analysis today, please contact us.

Securities offered through LPL Financial. Member FINRA / SIPC.