Comprehensive Integrated Planning, Inc. (CIP) will work with you to meet the following estate tax planning goals and objectives:
- Transfer assets (in some cases 80 to 100%) to your adult children and grandchildren
without paying gift or estate taxes.
- Transfer assets without losing control of the assets.
- Implement techniques that accomplish the above goals while improving annual
cash flow and increasing your financial security.
- Use our proprietary math modeling software to compare your current estate plan with
a CIP estate plan for up to 30 years into the future.
- Customize your growth and income
assumptions for each of your assets to see the true effectiveness of the planning process.