Estate Planning
Estate Planning is a team sport so do not go it alone. Solicit help from all the professionals you trust. It could be your registered investment advisor, accountant, attorney, financial planner, insurance agent, banker or other professionals that you work with. The two key elements here are, professional and trust. Most estate plans are developed by you and a team of trusted professionals. Remember all plans should have an objective and in many instances those objectives change as people age and their family, business, social, health and financial circumstances evolve. Make a plan and keep it updated as life develops and progresses.
Informational purposes only.