ESTATE PLANNING

I need help with estate planning.

GOOD ESTATE PLANS CREATE GOOD INHERITORS

More than just a will

A COMPLETE INHERITANCE PLAN

Most people think estate planning is simply having a will.  It’s certainly a good starting point, but an estate plan encompasses so much more than that. If you have a will, it’s not always a true reflection of your intentions or even the best solution for your inheritor. That’s why we are here – to learn more about you and your family, and to listen to what you want to accomplish to ensure you have the strategies in place to meet your wishes.

The process of setting up an effective estate plan is part of our integrated approach to wealth management.  The Lifetime Legacy Advantage explores your values, and the dangers, opportunities and strengths relative to your transitional objectives.

Assumptions are often made about what happens if one passes.

Many people miss defining what is important to them and how best to facilitate the movement of assets and the protection of family members. Today, we often need to address the potential risks of predators and creditors along with the capability of our beneficiaries to deal with significant inheritances.

No one can predict the future with absolute certainty. With a solid estate plan on your side, you can gain peace of mind knowing that the steps needed to ensure that your wishes for your family and estate are in place for the future.

TAKE THE STEPS YOU NEED TO GAIN PEACE OF MIND

Your legacy is a collection of your accomplishments, contributions and achievements. No matter how big or small, what you give, how you help, what you create and what you accomplish are how you will be remembered, if handled correctly.

How would you like to be remembered?

An infographic illustrating the elements of the lifetime legacy advantage process

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