Personalized Planning
For the Gifting & Transferring of Your Wealth
A strong estate plan is crucial to your family’s long-term well-being. ICM will develop a strategy to protect the people you love.
The Power of Trusts Integrating with Law Professionals to Create a Complete Estate Plan
Knowing that your assets will pass on to our heirs can provide comfort and peace of mind. Our advisors work with a law firm that can help clients with the following:
- Learn the Benefits of a Living Trust or Will
- Take Advantage of Current Estate and Gifting Tax Laws
- Harness the Durable Powers of Attorney
- Utilize Advanced Health Care Directives
- Review Estate Plan
