Everything you need to know

Proper estate planning requires careful consideration of many factors: reducing taxes, providing for loved ones, passing on assets in an orderly fashion, creating a charitable legacy and more.

It will help you cover off important topics such as: 
  • Creating valid and current Wills for all adults in the family
  • Evaluating insurance coverage
  • Understanding ownership structures (i.e. the use of Joint Tenancy agreements)
  • Realizing advanced estate-planning opportunities (i.e. the use of Living Trusts)
  • Planning charitable gifts

For Estate & Will Guidance, contact me today.

Estate planning guide

Estate planning guide

Contact us for a free copy of the Estate planning guide.