Proper estate planning allows you to plan for yourself and your loved ones without giving up control of your affairs. Your estate plan should allow you to plan for the possibility of your own disability. It should give what you own to whom you want to receive it, the way you want them to receive it, and when you want them to receive it. Your estate plan should save every tax dollar, professional fee, and court cost that is legally possible to save. In an effort to provide resources to help meet our clients’ needs and financial goals, CFG Wealth Management has developed relationships with professionals in the estate planning field.
If you are seeking Estate and Trust planning services, one such professional that CFG Wealth Management suggests you consider consulting with is David Hickson.
David L. Hickson – Partner
Mr. Hickson has specialized in estate planning, probate and trust law for nearly 40 years, and is experienced in all matters of estate planning and administration. He has prepared numerous wills, revocable and irrevocable trusts, and related documents for his clients. His practice also involves handling decedent’s estates, including probate and non-probate estates, preparation of federal estate and gift tax returns and handling audits of same. He has formed numerous charitable trusts and foundations, formed pooled income funds for local charities, and set up numerous planned or deferred giving programs for charities in the San Diego area. He has also lectured extensively on estate and tax matters, including CEB (Continuing Education of the Bar) programs in California, and to the Taxation Section of the California State Bar.
Please contact us if you’re interested in estate planning and we can get started on referring you to the right individual to meet your particular needs.