Trusts and Estates Planning

Trusts and Estates Planning

CMR’s estate planners have deep experience in assisting clients with understanding their goals and then implementing plans to satisfy those goals.  Even those who believe they need a “simple will” have unique and specific needs in preparing plans for the disposition of their assets and the care of their loved ones.  On the other end of the spectrum, our high net worth clients often must balance the competing challenges of tax considerations, maintaining or ceding control and establishing plans for the management of complex assets. In sum, estate plans are not one-size-fits-all and should not be cookie cutter.  We are listeners who develop creative plans to meet your individual estate planning needs.