Estate planning is the process of anticipating and arranging, during a person's life, for the management and disposal of that person's estate during the person's life and at and after death, while minimizing gift, estate, generation skipping transfer, and income tax.
Investment Advisory Services offered through Symphonic Financial Advisors, LLC. Insurance offered through Symphonic Insurance, LLC. Securities offered through Symphonic Securities, LLC., member FINRA/SIPC, 400 Park Avenue, New York, NY 10022. Investment products are not bank deposits or guaranteed by or obligations of City National Bank or any subsidiary or affiliate, and are not insured by FDIC. They involve risk, including the possible loss of principal.