What We Do

Estate Planning

Everyone wants to ensure the financial security of their family even after they are gone. Having a long-term plan as part of your overall financial plan is very important. No matter how large or small your assets are, deciding when and how distribution should occur, and to whom, can be a complex process.

At Cedar Brook, we are here to guide you through your options and give you the confidence and peace of mind that everything will be handled according to your wishes. We will help you:

  • Decide on charitable contributions
  • Create a plan for family gifting
  • Set up a trust
  • Devise a transfer strategy
  • Create and revise estate documents
  • Advise on tax benefits, and much more

We have readily available attorneys at your disposal to facilitate this process. If you prefer, we can work with your existing estate attorney.

As life progresses and your financial plan changes, we will review your estate plan to make certain that it is up to date and reflects your current goals.

Start preparing for your family’s future. Contact us today about your estate plan.

Corporate Services

Learn how The Humanity Factor is changing the way individuals and families experience planning... 440.683.9200