When the unexpected happens, you need to ensure the arrangements you made - such as insuring that your children have access to inherited wealth - can continue under new circumstances.

  • care in the event of critical illness or disability
  • a smooth transition of wealth and property to beneficiaries
  • fulfillment of your wishes through our Power of Attorney services, or assist someone you have appointed as your Power of Attorney
  • the transfer of your estate in a tax efficient manner
  • managing your legacy as an individual or charity, while you maintain control over how the assets are used, either during your lifetime or through your will.

To be effective, your estate plan needs to reflect your current circumstances, family arrangements and finances, especially as life evolves and your need change.

Your legacy is made up of the values and assets that you leave to future generations. An estate plan will help make sure your wishes are clear.

 

 To help you understand your choices and make informed decisions, request an Estate Planning Session today!