What is a CES™? What can a CES™ 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
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