The C&N Trust and Financial Management Group strives to work with you, your attorney and accountant to make a comprehensive team that can develop an optimum estate plan. This plan will minimize the tax burden for your heirs, while fulfilling your intentions to have a smooth transfer of wealth. As a C&N client, we will monitor your plan as your goals and assets change.
Contact us, toll-free, at 1-800-487-8784 or via email: firstname.lastname@example.org.
*Some products are not FDIC insured or guaranteed, not a deposit or other obligation of the bank, not guaranteed by the bank and are subject to investment risk, including the possible loss of the principal amount invested and are not insured by any other federal government agency.