Estate Planning

Comprehensive estate and financial planning plays a vital role in ensuring a legacy.

City National helps clients achieve financial security for themselves and their families, today and in the future. Together with our client’s legal and tax advisors, we can assist in creating trusts and an overall estate plan designed to accomplish specific intents, fulfill commitments and honor wishes. Our objective is to fulfill our clients’ lifestyle requirements and their hopes for future generations.

Our estate and financial planning team provides the following estate planning services:

• Review of existing plans and assessment of current wills, trusts, beneficiary designations and asset ownership
• Help with establishing estate goals
• Development of strategies to minimize taxes, and transfer and protect wealth
• Analysis of alternative strategies for family gifting programs or charitable donations

Getting Started

To learn more, please contact us or visit us at one of our Private Client Services locations.