quick access to accounts and services

Register to Access your Account

FINRA BrokerCheck
Check the background of this firm on FINRA BrokerCheck

Estate Planning

You’ve worked a lifetime to save, accumulate assets and invest wisely, or perhaps you have spent your whole career building the company of your dreams. It only makes sense to make sure you preserve what you have built through strategic estate planning or business succession planning. Although estate planning can be a complex process, it is simply too important to ignore. Estate planning is critical if you want to:

  • Distribute the maximum amount to beneficiaries with minimum delay
  • Be sure your assets are distributed as you wish
  • Ensure that a family business stays in the family
  • Make sure to meet each beneficiary’s specific needs
  • Reduce the estate tax burden

CCFSI can assist in evaluating your current situation and working with your other professional advisors, including Country Club Trust Company, to create a plan that will help you, your family and your business succeed.