A comprehensive legacy plan provides a lifeline to those you leave behind.
- Guidance regarding creation and or updating trusts and wills – do you need one?
- Multi-generational planning for dependents and heirs, as well as managing claims and updates for beneficiaries
- Build investment and insurance strategies to maximize financial continuity and stability for spouses, partners, children, and other loved ones, minimizing tax consequences and stress
- Guide and assist your beneficiaries, successor trustees, and executors
- Charitable giving strategies
- Gifting to minors