You are here: HomeAbout Our ServicesEstate Planning

Estate Planning

Estate Planning

Most people think of Estate Planning as planning for after your death.  Although planning for after your death is very important, there are many facets of Estate Planning that most people don't get around to thinking about or planning for. Just think about how many accounts, assets, holdings, items, collectibles, properties, vehicles, etc that you own and how they might be registered.  Death comes for all of us but there could be circumstances where Estate Planning becomes critical while you are still alive.  Of course minimizing any estate taxes is always an important goal, as it should be.  Another important goal is to make sure that your assets are protected for you and your heirs, now and after death.

CFIG Wealth Management, LLC  •  PO Box 3305  •  Stamford, Connecticut 06905-0305 USA

Copyright 1991-2017 CFIG Wealth Management, LLC.  All Rights Reserved.  Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.  Insurance products and services are offered through Continental Five Insurance Group, Inc., a licensed insurance agency, 30 Old Kings Highway South, Suite 115, Darien, CT 06820.  Investment advisory services are offered through Continental Five Investment Group, LLC, a Registered Investment Advisor, 30 Old Kings Highway South, Suite 115, Darien, CT 06820.

Go to top