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.