Legacy Planning

Estate planning is the process of getting your documentation to pass your assets to your heirs. Creating wills and powers of attorney, and employing strategies to enhance your estate, while minimizing estate costs such as taxes and probate.

We recognize this can present emotional challenges as we discuss providing financial security for our dependants, and we bring insight and sensitivity to this piece of the puzzle.

As Life focussed financial planners, we help you to make your legacy richer and more meaningful and not just a distribution of your wealth.