CIP
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MATH MODELING
Illustrates comparative analyses of your current vs. prospective estate plans.

20-STEP PLANNING PROCESS
Identifies and projects a comprehensive blend of estate planning Techniques.

CLIENT RESULTS
Real clients, real results...and the lessons we've learned along the way.



The Best End Results Estate Plan

Our mission statement at Comprehensive Integrated Planning, Inc. (CIP) is to work with you and your advisors to achieve the following best end results:

  1. 100% of assets transferred to family members. No estate taxes. No gift taxes. No charitable contributions required.

  2. 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.

  3. 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.