Estate Planning

Your “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 liabilities).
• An evaluation of any need for a trust or corporate entity.
• A discussion of your wishes and your family’s needs.
• A drafting of one or more wills.