Trust & Estate Planning

Trust & Estate Planning

Trust & Estate Planning is one of the necessities for both business and personal interests.

It can be used as part of an asset protection structure or to give you the peace of mind knowing your hard earned assets will be dealt with in the manner you choose. For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

The executor and trustee of a will is required to perform a number of duties. At CBC Partners, we are experienced in trust and estate planning and in concert with your legal representative, will work to ensure the succession plan for your assets is adhered to. Again in concert with your legal representative and financial planning advisor, we will formulate a plan to achieve your estate planning requirements.