Estate Planning

estate_planningYour “Estate” is simply the total extent of your property and possessions. Estate planning is a service which anticipates and arranges the disposal of your Estate on your death. Optimal Estate planning ensures that:

  • Your heirs enjoy the benefits of your wealth building activities
  • The costs to your Estate, such as taxes and other expenses, are kept to a minimum
  • The transfer of assets to your heirs is simplified
  • Complications and uncertainties which may trouble your survivors are eliminated

Typically a comprehensive Estate plan will involve the following and more:

  • A review of your assets (including any insurance and pension benefits and liabilites)
  • An evaluation of any need for a trust or corporate entity
  • A discussion of your wishes and your family’s needsA drafting of one or more wills

The Legacy FS professional team has the skills and experience to ably provide these services.