facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck


Estate & Legacy
Planning


Estate & Legacy Planning

Meeting your lifetime risk management needs, and those of your family, in a tax efficient manner.  
Maximizing the efficiency of intergenerational transfers of wealth.


In addition to passing on the benefit of your wisdom, your financial priorities are: maintaining your dignity and independence, as well as preserving your estate to support the next generation on their journey.

Estate Planning Services

We can help you make more informed decisions about:

  • Accelerated Annuities 
  • Annuity Settlement Option 
  • Charitable Giving/Leverage 
  • Cottage Succession 
  • Insured Retirement Program (IRP) 
  • Parents Estate Planning 
  • Power of Attorney (POA) 
  • Segregated Funds 
  • Trusts 
  • Wills 


 Estate planning is the process where you lay out your instructions as to how your assets should be distributed. Who they are to go to, when they are to go to them and in what form. And of course, you want to do this in a very thoughtful way.