Through my collaborative partnerships with the Trust Officers at BMO Trust Company as well as Private Bankers and wealth specialists at BMO Private Wealth in your area, I can:
Decode trust and estate planning for you and create holistic, tailored and Collcomprehensive solutions to prepare you, your family and your assets for a seamless wealth transfer. I will:
Perform a discovery process to understand your goals, wishes, family dynamics and concerns. I will also examine your estate, executor, will structure, beneficiaries, jointly held real estate, and other property.
Create solutions that will fulfill your objectives and maintain harmony with your loved ones.
Help you define and articulate your needs and provide expert advice to help you understand what kind of trust would be most suitable.
Advise on all aspects of fiduciary responsibility to ensure you understand and plan properly for your estate or incapacity.
Ensure you are informed about all the available options and services.
Refer you to a trusted, local BMO Trust Officer, lawyer, investment manager, Private Banker, tax planner, wealth planner, business succession advisor, insurance specialist, and/or philanthropy expert who can best assist you with customized services.
I will work with these partners to ensure your estate is administered properly and without conflict for your loved ones.
I will also help you focus on taking the necessary steps to get your financial affairs in good order and follow up to make sure you take important actions.
Provide advice on arranging Powers of Attorney to assure your family’s continued financial support and minimize stress in the event you should become incapacitated.
Ensure you and your family have a capable Executor and Trustee that can fulfill the required duties to protect your estate and maintain family harmony.
Assist Executors or Trustees who are dealing with fiduciary responsibilities on your family’s behalf.