Wills, Estates, and Succession Planning

Whether you operate a small business, are managing significant personal wealth, or lead a quiet life of modest means, your estate has value to you and your loved ones. At CFMR we help families to manage, protect, and transition the earnings from a lifetime of hard work to the next generation and to those causes that matter most. Our skilled wills, estates and succession planning group will work with you in all facets of estate planning.

Our services are focused in four main areas: