Broker Check

Estate Planning

Life is full of uncertainty. If you have not yet taken the time to establish a proper estate plan, it is time to

get started. It requires proper coordination with the rest of your financial plan, and making sure someone is helping to manage this overall process is essential. 

Building your estate to ensure a secure financial future for your family is not just about creating wealth. Estate planning should include careful planning to transfer the right assets to the right hands at the right time. All your wishes should be correctly documented. 

We coordinate with you and an experienced estate planning attorney to ensure your successful estate plan covers:

  • Right Assets – Review your existing assets and protect your existing and future asset base with insurance if necessary.
  • Right Hands – Consider your beneficiaries and how they shall be placed financially on your death.
  • Right Time – Review different methods of transferring assets and consider structure, taxation and costs versus benefits.