Estate planning is not just about money, it is about looking after those who are important to you
Professional estate planning involves determining how assets will be preserved, managed and distributed after death or in the event you become incapacitated. Planning tasks include: making a Will, naming an executor, setting up trusts and/or making charitable donations, limiting estate taxes and making funeral arrangements.
Clients ask us:
How do I make a valid and current Will, and appoint an executor?
Is my insurance coverage sufficient?
Can you help me understand ownership structures with my spouse?
How do I design a tailored estate plan and ensure that it transfers in a quick, tax-efficient way?
How do I plan charitable gifts and legacies?
What are the benefits of a living trust?
Let us help you increase your knowledge about estate planning.
