Planning for Other Situations

At City National, estate and financial planning is a dynamic process. We anticipate, evaluate and respond to developments that affect the client’s financial well-being.

There are predictable life events that may have a financial impact on a client or the client’s family. Our financial planning professionals respond to key developments by creating strategies that help clients better manage the financial impact of life changes.

Pivotal life events include:

• Marriage
• Birth or adoption of children or grandchildren
• Children or grandchildren pursuing higher education
• Divorce
• Retirement
• Buying a home or property
• Devastating accident, illness or death
• Starting a business
• Family conflict
• Concentration of wealth (such as family-owned business or specific stocks or sectors)
• Caring for aging parents or a dependent family member
• Wealth event (such as inheritance or sale of a business or property)

Of course, revision to the tax code is another area of change we continuously monitor. When key tax legislation is passed, we explore its potential impact on planning strategies.

Getting Started

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