Legacy Planning
It’s more than just the distribution of your wealth
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.
Will your estate be distributed as you wish?
In just two minutes, find out if your current estate planning is set up as you would wish.
Simply score your confidence from 1 to 10, where 1 means you're “Feeling a Bit Unsure" and 10 means “Completely Confident!”