Estate Planning:
Planning for the inevitable
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While we can plan for some things in life, other things can happen unexpectedly such as physical and mental disability, progressive or degenerative illness or injury, death, individual and family dispute.
An Estate plan allows you to retain control of your assets and enables you to determine who will make decisions on your behalf should you not have the capacity in the future. The preparation of a plan can address critical life issues.
- Protect your assets from claims by someone outside of your immediate circle of family, friends, and beneficiaries.
- Management of vulnerable beneficiaries: this may include someone that lacks testamentary capacity, is underage, or intellectually disabled.
- Support a spouse and family.
- Provide for the costs of education of children or grandchildren.
- Ensure the continuation of the family business.
The simplest form of Estate planning is to write and keep an up-to-date Will. We can assist you to lay down the guidelines with the creation of a Will to ensure that your beneficiaries, whether family, friends, or charities receive the gifts as you intended by preparing an estate plan.
To find out more about our services — call or email today!