When was the last time you thoroughly renewed ALL of your legal estate planning documents? Do you have the correct types of wills and/or trusts that are most suitable for your current economic and family situations and clearly state your dispositive wishes? Have you ever had a hypothetical probate conducted to “test” the utility and proficiency of your documents? Have you used the current tax laws or applied the estate and gift tax minimization to their fullest abilities? In other words, have you protected you and your family from creditors, predators, divorce, and faulty financial decisions? If not, we can help. One of the hallmarks of the CDA Group process is the careful examination of your legal documents.
Where necessary, we facilitate the engagement of appropriate legal counsel in the development or modification of needed documents. Unlike many advisors who just send you to an attorney, we educate our clients on appropriate estate planning alternatives, help in the selection of legal counsel and participate in the development of the documents right here in our office. This often complex and intimidating process becomes a team effort (client/legal counsel, CPA, and CDAG advisor) which results in the development of the appropriate documents, coordination of assets, beneficiary designations, and the peace of mind that all reasonable steps have been taken to carry out your dispositive wishes.