Estate Planning

Estate planning is an essential component of a successful wealth management program. A good estate plan will provide you with the peace of mind that comes from knowing your family will be taken care of, and your financial affairs will be in order and administered according to your wishes. An important key element of any estate plan is a Will.

The Consequences of Dying Without a Will

While a Will ensures that your assets are dealt with according to your wishes at the time of death, a Continuing (or Enduring) Power of Attorney for Property can provide for the proper management of your property and financial affairs during your lifetime, should you become mentally incapable or have to be absent for an extended period of time. Accordingly, a Power of Attorney for property is an important part of a complete financial plan.