Estate Planning

Estate Planning is a basic component of any thorough financial plan. We work with our in-house Estate and Insurance Advisor, Tyler Lindgren, of BMO Estate Insurance Advisory Services. He assists in in combining advanced expertise on estates, insurance and tax planning with our high quality investment advice. Together, this brings unmatched strategic capability to the estate planning process. We strive to assist you in reducing probate fees, protecting your estate from tax erosion and also create an estate to provide to your heirs.