Estate Planning

Your estate plan is an integral part of your financial plan.

It is the culmination of everything you have worked for throughout your life. Failure to create an appropriate estate plan can lead to litigation, disharmony and improper allocation among your heirs – not just unnecessary taxes.

We help you minimize estate taxes, fund charitable endeavors and wisely pass along your wealth to future generations. Through our detailed analysis and modeling, we can demonstrate the most sophisticated techniques used in estate planning to determine the best strategies for your needs.

For clients with significant charitable intent, strategies often include the use of Charitable Trusts, Private Foundations, Support Organizations, and Charitable Gift Funds. We can assist in structuring these vehicles to ensure your gifts accomplish your charitable, financial and estate planning goals.

CUBIC Advisors, LLC provides advice and comparison of advanced estate planning techniques, such as Grantor Retained Annuity Trusts, Family Limited Partnerships, Irrevocable Life Insurance Trusts, and Generation Skipping Trusts.

After a loved one passes away, the surviving spouse or family often face the challenge of filing estate and income tax returns and administering the estate. We assist our clients with estate administration and tax returns to make this transition as painless as possible.

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Contact Us

David P. Pankiw, AIF®
871 Venetia Bay Boulevard, 202
Venice, FL  34285
Tel.: 941.218.0830
Fax: 855.857.8818
Email: David P. Pankiw
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