Estate Planning

How do I preserve my legacy?

Estate planning ensures that your finances are effectively managed in your absence. There was a time when that meant having a will, possibly a trust, and financial and healthcare powers of attorney. As our society lives longer, estate planning has taken on a greater meaning. We are now facing challenging decisions on what to do, and having an estate plan will assist you in: 

  • Preserving assets in the event of your incapacity during life;
  • Appropriate distribution of your assets to heirs and/or charities;
  • Shielding the value of the estate from the costs associated with taxes, professional fees, and court costs, through the use of trusts and more sophisticated estate planning techniques;
  • Fulfilling charitable objectives;
  • Development of family care policies that set up guidelines for dealing with difficult family situations in advance.