Estate Preservation
Whether we are getting along in years or just starting with a young family, estate planning is important. Each one of us faces the risk of living too long or dying too soon. We need to structure our finances and other assets to maximize the ability to pass them to our loved ones in a manner that will minimize income and probate taxes while ensuring we have control of them while we are living and healthy.
Whether your estate is small or large you need to investigate such things as Wills, Family Trusts, Income Tax elections and various other tools available.
Your estate plan needs to be updated as life circumstances change. This is an ongoing process your Certified Financial Planner will be happy to review with you.