Creating a lasting legacy requires proactive planning

You’ve worked hard to build your wealth and now is the time to take control of the estate planning process. Many elements must be taken into consideration when preparing a properly structured estate plan that fulfills your wishes.

Customized estate planning

Every estate plan is different, and yours should address your particular needs. Whether you own a business or vacation property, are separated or divorced, or live in a blended family or common-law relationship, your estate plan should be customized to contemplate your specific situation.

Involving your family

Properly structured estate plans protect families and clearly define your wishes. Distributing your assets among your beneficiaries without creating dissention requires careful consideration.

Planning for the tax

It is important to understand how your estate may be taxed at the time of your death, and how-to best plan for that tax.

Estate planning for blended families

As a member of a blended family you need to pay careful attention to how your estate is structured to avoid inadvertently disinheriting your children.

2 minute read

Your wishes. Your way.

Whether you’re leaving a little or a lot, the key to protecting your loved ones is simple: just start.

5 minute read