Estate Planning

An estate conservation plan that is well designed can help to minimize tax liabilities and ensure that family is well protected. We work closely with our clients to build relationships and develop an estate plan that fits their unique goals and objectives. Please take a moment to review the resources that we've compiled for you below and contact us with any questions or if you're ready to start planning for your future.

Neither Cumby Spencer & Associates, nor The Nautilus Group® offers legal, tax or accounting advice. Please consult your own legal, tax or accounting professionals before making any decisions.

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Basic Estate Planning Whitepaper

basic estate planning

Estate Planning for Single Individuals

Estate Planning for Single Individuals

Irrevocable Trust Whitepaper

Irrevocable Trust

Charitable Estate Planning Whitepaper

charitable estate planning

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Life Insurance Trust

Irrevocable Life Insurance Trusts can provide financial control and tax efficiencies. This video shows you how it works.