Have you put off planning your estate? Creating your estate plan is easier than you think. By having a solid estate plan in place, you can help ease the burden on your family in the event of your passing.
Owning and managing a business is full of risk and financial pitfalls. Without sound asset management and protection, your business is at risk of falling prey to financial predators. Your business plan should include a strategy to protect your business from claims, lawsuits, debts, and mortgages. Our team of business management specialists and financial experts offers asset protection to insulate your business and personal assets against creditor claims.
Will and Estate Planning, put simply, is the process of arranging one’s affairs for when they pass away. CMG partners with an independent legal counsel to provide many different types of estate planning, from revocable living trusts to multi-generational dynasty trusts, through our in-house independent law firm.
If you’re updating or reviewing your estate plan or business succession planning, it’s good to be familiar with trusts. They are used in one form or another in many estate plans and they often provide the flexibility needed when planning to provide for heirs and loved ones.