We pride ourselves on providing a superior estate planning advocacy service. You need a balanced approach to wealth accumulation and wealth distribution to your heirs. Crigan Estate Strategies can help with developing your estate plan.
We seek to build long term relationships with our clients through superior service.
We advocate the central importance of simplifying complex family wealth management issues by developing and implementing an empathetic estate planning process.
Creating a good strategic plan that takes account of your articulated wishes.
Helping you to articulate and prioritize your intentions.
Collaborate with your advisory team to ensure the entity tax and legal planning implications are identified.
Facilitate efficient drafting and execution of your required legal documents.
Closely aligns estate planning with your goals and values.
Prevents surprises by bringing your extended family into the planning process.
Lets you establish your legacy while you are alive to see it unfold.