Estate Planning

ESTATE PLANNING

To further meet the business and legal needs of our clients, CCG provides estate planning services. With our transaction and project management experience, attention to detail, and business and financial literacy, we help clients meet their estate planning objectives.

Just as building a sustainable business requires attention to essential legal considerations, there are key elements to your estate plan. These include planning for healthcare decisions, incapacity, and asset transfer on death.

CCG, as your independent legal counsel, will work as part of the estate planning team made up of your investment advisers, tax and accounting professionals, and trust fiduciaries. We are accustomed to collaborating with our clients’ outside business and financial experts and understand the value that adds to the process of achieving your business and personal objectives.