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Peace of mind

Estate Planning

Estate planning is done to prepare families for the financial circumstances when a loved one passes away. Generally, it is the Will that will direct what happens at that point; however, the vast majority of estate plans also include a simple Power of Attorney to deal with property issues if an individual becomes disabled and can no longer handle his or her own finances.

If you have accumulated assets during your lifetime, you likely will want to ensure that wealth transitions cost effectively. 


Resources:

Will Planning

There are many decisions you will have to make when you draft a Will. If not thoroughly considered, some of these decisions can have unintended consequences.


Guide to Passing on Wealth

Planning for death is difficult, because it’s an emotional topic. However, to preserve wealth, it’s important to employ a checklist to enable a thorough discussion and encourage trigger questions. 

Executor's Handbook

When you become an Executor you are really becoming a legal Trustee with all the rights and responsibilities that come with that position. We can provide an overview and some useful information and tools to expedite your responsibilities in a timely and competent fashion. Executor Handbook


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