Duprez Financial

CONNECT

Address:

2411 N. Oak Street Suite 305 S
Myrtle Beach, SC 29577

Phone:

843-445-6124

Fax/Other:

843-443-3153

What is a CES™? & What a CES™ can do for you

What is a CES™?

A CES™ is a Certified Estate and Trust Specialist. CES™ is a professional services designation granted by the Institute of Business & Finance.

What can a CES™ do for you?

A Certified Estate and Trust Specialist (CES™) is an educated, experienced professional committed to the well being of you, your family and your business. The CES™ can provide basic and advanced guidance on a wide range of estate, postmortem and tax planning issues. With the help of a CES™, you can:

Create an Estate Plan


  • Your heirs receive what they should at the right time
  • Advantages and disadvantages of wills and trusts
  • After-death planning and procedures



Protect Yourself



  •  Maintain separate property
  • Safeguard assets if there are marital changes
  • Protect children from a previous marriage



Enhance Estate Value



  • The pros and cons of gifting
  • Conservation and growth of assets
  • Provide solutions for retirement income



Help Your Family



  • Ensure a smooth transition between generations
  • The probate process and how to avoid it
  • Estate settlement


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck