A solid Estate Plan is a key component to a Comprehensive Financial Plan.
The Estate Planning Process involves not only looking at what you have in terms of assets and liabilities, but also at what you believe in, how you feel about your family's future if you are not around, the succession of your business and your thoughts on the legacy that you leave. It is much more than having a Will. It could incorporate the use of trusts, Power of Attorney appointments, charitable giving and other planning ideas to minimize taxes & estate costs as well as making a smooth transition of your wealth to those that will likely survive you.
Developing a comprehensive and successful financial and estate plan is a complex process that requires a professional's expertise.
David Temple is our Estate Planning Specialist who for the past 33 years has focused on developing integrated wealth planning strategies for high net worth individuals and business owners who want to enjoy, preserve and enhance the wealth they have created. He is well versed in the relevant areas of taxation and estate planning. He provides services in estate creation and preservation, business succession funding, estate-friendly investing, charitable giving and retirement income planning.
Working in conjunction with your other professional consultants, he provides comprehensive advice and services that will help you prepare for life in retirement and beyond.
