Estate Planning

Estate Planning Created with Sketch.

A well-developed, personalized estate plan by Curtis Blakely & Co., PC can help protect and preserve the assets you’ve spent a lifetime building. We will work with you to establish a team of professionals to review and plan for the preservation of wealth and its transfer to those you choose. We can help ensure your wishes regarding your life, your family, the succession of your business, and the administration of your estate are faithfully carried out. Our estate planning services include:

  • Retirement Planning
    • Cash Flow and Income Stream Projections
    • Tax Planning
    • IRA Planning/Retirement Plan Distribution Options
  • Estate Planning:
    • Inheritance Planning
    • Gifting
    • Trusts (Marital, Credit Shelter, Testamentary, etc.)
    • Charitable Planning
    • Life Insurance Planning
    • Multi-Generational Planning
  • Post-mortem Planning & Administration:
    • Estate administration
    • Trust & Court Accounting
  • Special Needs/Guardianship/Future Care Planning
  • Social Security & Medicare Planning
  • Asset Protection
  • Business Succession Planning