Planning

Planning

  • We can help with succession and estate planning, too many times we see that individuals feel that they have lots of time to deal with their affairs only to get surprised by an unexpected event.
  • Let us assist with planning your affairs now so that in the future things are simplified. Things to consider include:
    • A plan should be documented and well thought-out, both of which requires time
    • Documentation should include a listing of assets, your intention for each asset and a review of the potential tax consequences
    • A plan should consider alternatives and provide options as needed