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Estate Planning

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

Curious About Getting Started with Estate Planning?

Learn About Our Process