People believe that estate planning is strictly for the wealthy, those with multiple dependents, or those who are in or approaching retirement. However, the truth is that as long as you have assets and liabilities, you need an estate plan. Proper estate planning can reduce the taxes and expenses of your estate for loved ones and other estate recipients. It also simplifies and speeds the transition of assets to the next generation and ensures that your beneficiaries are protected.
Estate planning can present many challenges. It is not easy to consider your own mortality. It can be a difficult topic to discuss with family. However, the consequences of not having an estate plan can be devastating, especially for those you leave behind. That’s why getting good advice is so important.
With in-depth knowledge of your investment portfolio and your personal financial goals, we can help you formalize your estate planning needs and wishes, as well as provide much-needed financial advice to family members. This will ensure that your affairs are settled in accordance with your wishes.