Planning your Estate
To secure the future of those dear to you and spare them worries, there's nothing like a carefully prepared estate plan. Do you know to whom you can delegate this task?
Over the years, you have probably accumulated property and capital which you would like to leave to your loved ones one day.
By planning your estate now with your advisor, you'll get peace of mind. First, you'll have the assurance that everything will go as you intend. Second, you'll be able to count on a trustworthy team whose primary objective is to make life easy for you. With your advisor, you'll have access to the expertise of financial, tax Footnote 1, insurance Footnote 1, and administration specialists, and you won't have to run all over town to meet with a financial planner, an accountant, an insurer, or a notary!
Another key benefit is that our team will be there when the time comes and will follow all your instructions to the letter, for as long as necessary.
To ensure that you have a good estate plan, our investment advisors will recommend the team that can best respond to your needs.