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Insurance & Estate Planning

Working with Civic means partnering with an entire team of elite professionals who are dedicated to your success and have the expertise to help you optimize your wealth.

Estate planning, tax efficient planning, capital gain tax planning, Generation Skipping Trust (GST) planning

Premium financed life insurance

Trust-owned life insurance and effective wealth transfer techniques

Cash repositioning techniques

Philanthropic planning, effective gifting strategies, and multigenerational coordination

Socially responsible investing and environmentally conscious strategies