Estate Planning can be a daunting and emotional process for many individuals. Through our in house "Wills & Estate Planning Specialist" - John Simes, we are able to assist in this decision making procedure by coordinating the required steps with other professionals. We begin this course of action by reviewing your current "Will" and potential tax liability. The next step involves a detailed discussion of your current and potential asset base, family members, wishes for charitable donations, heirs & executors, and current insurance coverage.
We will provide you with recommendations as to how you can structure your affairs to achieve your goals. We are here to ensure that this process is re-evaluated on a regular basis, so that as circumstances change, your goals and objectives are still achieved.
Please click on the attached link to view John Simes' bio -
John Simes
