Estate and Lagacy Planning

ESTATE & LEGACY PLANNING

Legacy planning protects your family and loved ones.

Supporting our clients to build, preserve and enhance a legacy is critical. We’re here to help, with resources for estate planning, wealth transfer, charitable giving and more.

Why talk about legacy planning?

Providing clients with a solid plan for after death is the best way to protect their finances, people and even relationships. When clients clearly state their wishes, they can focus on enjoying retirement and relieve their loved ones of difficult decisions later.

Estate planning isn’t just for the wealthy. It’s a critical part of any financial plan. By walking you through this process, you’ll be help to protect your family and rest easier knowing you’ve got all your bases covered.

An estate plan ensures a seamless distribution of assets in the event of a client’s incapacitation or death. It’s an opportunity to provide needed protection for loved ones by minimizing stress and confusion, reducing or avoiding taxes and much more.

• Financial Security for Your Family: One of the primary benefits of mortgage protection insurance is providing financial security for your family. If you were to pass away unexpectedly, the policy would pay off the remaining balance on your mortgage, allowing your loved ones to remain in their home without the burden of mortgage payments.
• Peace of Mind: Knowing that your mortgage will be covered in the event of your death can provide peace of mind for you and your family. It removes the worry of how your loved ones will afford to stay in their home if something were to happen to you.