Our mission statement at Comprehensive Integrated Planning, Inc. (CIP) is to work with you and your advisors to achieve the following best end results:
- 100% of assets transferred to family members. No estate taxes. No gift taxes. No charitable contributions required.
- Significant financial security. Cash flow will increase during the planning period and thereafter, tripling (or more) to provide "can't spend all the money" security.
- In many cases, there will be no need to file an estate tax return.
Normally, there are non-tax issues (unique and special family concerns) that need to be addressed. These issues are often easier to resolve if half of the estate is not paid to the IRS.
