The Opportunity of More Than One Lifetime
CB&T Wealth Management has substantial experience in developing comprehensive strategies designed to preserve and increase assets while providing for the orderly and tax-effective transfer of wealth from generation to generation.
As part of our charge we monitor and evaluate tax proposals and regulatory changes, offer recommendations on how to refine your plan, and use a broad range of strategies including gifting, lending, trusts, partnerships, and investment and insurance techniques in the deployment of a family’s assets.
As we see it, an estate plan is something to be reviewed and reshaped as often as necessary to benefit the family’s financial needs. And because a family’s needs usually change over time, we offer services that help make the most of every opportunity--from intra-family wealth transfers, to plans and strategies that maximize the tax-saving and annual gift exclusions for the payment of educational and medical expenses. We also provide strategies for effective charitable giving, both as a philanthropic end and as a technique to facilitate diversification.
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