Financial Planning - Estate - Wills
Your Will becomes effective only upon your death. It provides instructions to your executors/trustees regarding how your assets and liabilities are to be disposed of at that time.
Services
- Prepare your Estate Net Worth
- Assess your life insurance needs (for survivors' needs, liquidity or to enhance an estate)
- Present estate planning issues such as:
- Intestacy (dying without a Will);
- Appointment of executors/trustees and alternates;
- Timing and distribution of assets to beneficiaries (outright or using testamentary trusts);
- Tax considerations;
- Guardianship of minor beneficiaries;
- The impact of family law provisions; and
- Other important clauses.
- Tax plan for your estate
- Discuss potential conflict between your beneficiaries
- Plan for your business succession and wind-up
- Prepare Will instructions to the estates lawyer
- Review draft legal documents
- Provide Executor/Trustee Services