Services
Our fiduciary duty is the highest standard of care. We will act always in the best interest of our client or beneficiary in all situations. We value the meaning of trust and loyalty.
Fiduciary Services
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Wills & Trusts
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Estate Planning
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Tax Planning
Financial Planning Services
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Bill Paying
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Budgeting
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Personal Finances
Personal Services
CMY Fiduciary Services offers clients a range of personal services to complement our estate planning and fiduciary services. From time to time, we assist clients with personal financial management ranging from bill paying to budgeting decisions.
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Mindful of the fact that estate planning involves making arrangements for lifetime decisions as well as post mortem planning, our staff works with clients as they age to arrange appropriate services and safeguards.
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The CMY team is prepared to work with children as well as elderly parents, as the need for planning and oversight evolves. Our staff also works with accountants, lawyers and estate administrators during the estate administration process, assess tax issues and financial concerns, and can help families arrange for sale or other disposition of tangible property, real estate and other assets.
As with all our client services, we can tailor the services provided to meet the clients’ needs and budget.
Family Services
For the family of substantial means, a family office provides an effective way to coordinate the stewardship of family assets and to organize philanthropic and personal interests. The family office allows pursuit of strategies that take into account the needs of individuals, as well as the family group as a whole.
The CMY team works with families to assess the many factors involved in making the very personal decision to open a family office, including size of the asset base, family size, geographical distribution of family members and family dynamics.
Carolyn M. Young Fiduciary Services offers a full range of legal, financial, investment management, estate planning, trust and tax planning services.
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The family office often plays a critical role in defining and preserving a sense of family and of common values by various means, including family philanthropy, education and family meetings. The range of family office services provided depends upon the wishes and needs of our clients.
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