Advanced Expertise in Estate and Legacy Planning

Chris Corcoran holds the Certified Estate and Trust Specialist™ (CES™) designation, a mark of advanced expertise in helping clients make informed decisions about estate and legacy planning. This graduate-level certification from the Institute of Business & Finance includes over 135 hours of advanced coursework in estate planning including trusts, wills, probate, retirement benefits, and caring for loved ones.

The CES™ designation is designed for advisors working with individuals and families who are planning for the future, protecting their assets, and ensuring their wishes are carried out with care and clarity.

WHAT THIS MEANS FOR YOU

As financial matters grow more complex, especially around legacy and elder care planning, working with a CES™ professional ensures you have access to:

Expertise in estate planning tools such as wills, trusts, and probate strategies
Guidance on retirement benefits and asset protection
Support for caring for aging loved ones and planning for long-term care
Clarity and compassion in executing your legacy wishes

When selecting a wealth manager, consider the following:

CREDENTIALS – CES™ professionals have completed a comprehensive education program and demonstrated mastery in estate and trust planning.
EXPERIENCE – CES™ designees are trained to work directly with clients navigating legacy and elder care decisions.
TRANSPARENCY – Advisors with the CES™ designation adhere to the Institute of Business & Finance’s Code of Professional Responsibility, ensuring ethical standards and clear communication about services and fees.
CHEMISTRY – Trust and comfort are essential. A CES™ advisor brings both expertise and empathy to the table.

ADDED VALUE THROUGH THE CRPC® AND CPWA®

In addition to the CES™, Chris Corcoran is a designated CRPC® and CPWA®. He can evaluate your financial status and design the optimal retirement plan for your lifestyle. He can also help clients navigate complex estate and legacy planning decisions

Get the knowledgeable advice you need on issues such as planning for health care, asset management, beneficiary designations, tax planning considerations, wealth strategies, estate planning, wealth transfer, behavioral finance, family dynamics, tax management, legacy planning and more.

A CRPC® designee can help you determine the best time to retire or assist you in expanding on the plans that you’ve already made. A CPWA® certification program teaches advisors how to identify and analyze the challenges you face and develop specific strategies to minimize taxes, monetize and protect assets, maximize growth and transfer your wealth.

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