Estate Plans

Author: Kevin Slater | Nov 13, 2019

You’ve spent a lifetime building a legacy that you would like to leave to your beneficiaries. Having an efficient, secure and timely way to complete that is a key part of financial planning. Working with us gives you the ability to:

Choose who receives your money when you pass away
Have the transaction happen, outside of the estate, so the entire process is kept private
Avoid paying estate administration costs, allowing more money to go to your beneficiaries.
Offset capital gains and income taxes due upon death
Protect your investments with Death benefit guarantees
Set up a request to settle that restricts your beneficiaries from getting their money to early in life and sets up a long term investment plan for your beneficiaries upon your death.