Estate Planning

What is Estate Planning:

Estate Planning consists of determining how your estate will be distributed during your lifetime or after your death. A will is the most important document that gives instruction on how your assets will be divided.

Why plan for your estate?

  • Minimize exposure to high level of taxation
  • YOU decide how your money should be divided, not according to the government’s wish
  • Avoid unnecessary fees
  • Protect family from conflicts

Documents usually involved in Estate Planning:

  • Will
  • Power of Attorney
  • Trust
  • Insurance
  • Taxation

With over 20 years of experience in estate planning, we want to help you through the planning process and continuously reassess your will so it rightfully reflects your wishes. Whenever there is a life event change, you should think about updating your will.

Contact us for more information or to schedule a meeting

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