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Wealth Transfer, Trusts and Estate Planning*

Only with a clear understanding of your lifetime and legacy objectives can you develop, implement, and monitor a comprehensive plan to meet these goals. CREATIVE knows that a well-designed estate and wealth transfer plan offers many benefits. It can help provide financial security for your family, minimize taxes, and ensure your legacy.

Our Financial Professionals and Wealth Strategies teams have expertise with building, assessing, and updating estate plans to meet your objectives. By using an array of trust and estate planning tools, we work closely with you to create a comprehensive wealth management plan.

*Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.

Contact Us to learn more about our services