Estate Planning Overview

Estate planning can entail difficult choices, but once your plan is in place, it provides a sense of relief and peace of mind. You’ll know that you have done your best to plan and provide for yourself and for loved ones, as well as for the causes you’ve cared about during your lifetime.

Retirement Planning Tips

It’s really never too early – or too late – to do retirement planning. With this in mind, CMC offers the following list of basic points to consider.

Bequest Language

Sample bequest language is offered below for your legal counsel’s consideration in preparing your will or trust.

Compare Gifts

The planned gift that is best for you depends on your goals for the gift. We’ve created a chart that lets you compare the characteristics of your choice of gift plans.