We all know of someone who has been involved in a messy estate. Whether it's because of no Will, or disgruntled family members, poor or no estate planning can result in an expensive, timely and traumatic experience for all involved.
As part of the financial planning process, our advisers will provide guidance on all your estate planning needs. Wills, power of attorneys, testamentary trusts, among other tools are important to get right.
We can also provide referrals to our valued partners and colleagues for further advice and input.