Regardless of your age or net worth, estate planning serves to conserve and protect your assets while ensuring that your loved ones benefit from those assets. We understand and are sensitive to the fact that most people want to avoid the estate planning topic. We also know that failure to plan can have devastating unintended consequences. We will guide you through each step to help you accomplish your goals and objectives.

The estate planning staff at CRB work in cooperation with other professionals in the legal, banking, and insurance community to customize an estate plan suited to your particular needs. Throughout the estate planning process, you will receive proactive, personalized attention from our experienced professionals.

Areas of Estate Planning Expertise

• Business plans
• Retirement plans
• Plans for disposition of life insurance proceeds
• Projection of estate taxes under current estate plans
• Lifetime gift programs and charitable trusts
• Strategies to reduce administrative costs
• Strategies to reduce estate taxation
• Review of current wills, beneficiary designations, trusts, and ownership of assets