Estate planning ensures that you have greater
control over your assets during your lifetime. It also helps maximize
and preserve assets from unnecessary legal and tax costs, enhance
provisions for your family and ensure that your assets will be
distributed according to your wishes.
Myself, along with an
estate and insurance advisor will review your present situation,
establish your objectives and concerns, identify potential problems or
risks, examine and calculate tax consequences, develop and implement
strategies, co-ordinate with other advisors and monitor and update your
plan as needed.