Estate Planning

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.