You’ve spent a lifetime accumulating assets and wealth with the idea of passing it along to your heirs and beneficiaries. But your death could create significant hardships on those you want to protect and reward. Probate fees and taxes can put your heirs on the hook for payment. This could also mean liquidation of your assets to cover those costs. Additionally, the transfer of assets could be bogged down by probate proceedings.
CFG Advisors professionals have the experience and compassion to help make sure your estate is passed down to your heirs and beneficiaries intact. We assist you so you can rest assured that your wishes are honored. Our recommendations also help ensure your family’s financial independence, as well as necessary capital for settlement and other costs. The goal is to help conserve your estate so future generations can benefit.
As qualified, experienced financial planners, we are happy to work with your attorney, trust administrator and life insurance agent to help create and maintain an estate plan that meets your requirements. We consistently monitor your investments and assets to help ensure they meet your goals. We also keep an eye on estate laws and regulations to determine the potential impact on your assets.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
As an independent financial services firm, CFG Advisors has the experience to determine the beneficial financial solutions tailored to your specific needs.
Your goal as an educator may be to make a difference in the lives of students. Let us help you make a positive impact on your finances.
If you’re ready to learn more about building and maintaining your financial foundation, contact us for your no-obligation consultation.