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Services : Estate & Education Planning, Gifting

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After a lifetime of working, saving, and investing, you and your family have accumulated a level of financial wealth that you likely want to preserve, protect, and pass on to future generations. Additionally, it is increasingly common to see expressions of one’s personal values, as we create legacies through strategic and generous contributions to our favorite charitable organizations as a final act. Just as one has competing priorities in life, so will we all at the time of our death.

While a typical institution only concentrates on the creation of the “family legacy”, at CedarPoint we ask the questions and take the time to truly understand your desired “complete legacy” on a much broader scale. By taking the time to discover your vision, your values, and your dreams, whatever they might be, we can assist you in preparing a final outcome that allows you greater peace of mind, knowing that your hard-earned assets are going to end up in the hands of those that mean the most to you.

Our services include helping to model and implement:

  • Charitable Trusts
  • Foundations
  • Revocable and Irrevocable Trusts
  • Generation Skipping Trusts
  • Estate Tax Minimization

We do not draft legal documents, and are not an acceptable substitute for a quality attorney, but rather work directly with you to map out the general plan. Once that is accomplished we will work closely with your attorney to fully implement your wishes. By helping you to create a plan that is both effective and efficient, you should expect to find greater peace of mind with the knowledge that your final plans will serve to carry out your final wishes at a time when you will no longer be able to do so.