Estate Planning

Some people hear the phrase “estate planning” and think that only applies to the very wealthy, people who have to worry about trust funds and fly their own jets. However, estate planning is for everyone. If you have a will, you need to have at least a minimal estate plan.

What is an estate plan? In simple terms, it assures that your wishes for what happens to your property and assets after you die are observed, to the largest extent possible. In addition, an estate plan will likely show you the tax implications of various choices you make, so that, armed with all the information, you can make the smartest choices possible.

Why is estate planning connected with insurance? Simply put, good estate planning requires a team of advisors – ideally, an attorney, an investment advisor, a CPA, and an insurance broker. There are many situations in which having a life insurance policy pay a benefit will ensure the success of a particular estate plan’s goals.

Is your lifestyle protected?

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CCI Advisors, Inc.

610.668.8200
610.924.7240 fax

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Office Locations

101 Lindenwood Drive, Suite 225
Malvern, PA 19355

Radnor Financial Center
150 N. Radnor Chester Rd., Suite F 200
Radnor, PA 19087

Two Bala Plaza, Suite 300
Bala Cynwyd, PA 19004

600 West Germantown Pike
Plymouth Meeting Exec. Campus, Ste 400
Plymouth Meeting, PA 19462

1515 Market Street, Suite 1200
Philadelphia, PA 19102

10,000 Lincoln Drive East
One Greentree Centre, Suite 201
Marlton, NJ 08053

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2 Maude Circle
Paoli, PA 19301

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