Publications

Estate planning is the process required to transfer and preserve your wealth in an effective and seamless manner.

Estate planning is an essential component of a successful wealth management program. A good estate plan will provide you with the peace of mind that comes from knowing your family will be taken care of, and your financial affairs will be in order and administered according to your wishes. An important key element of any estate plan is a Will.

You’ve been devoted to establishing your medical practice, providing for your family and saving for a comfortable retirement. As busy professionals, doctors may overlook the potential impact on their family and practice if they were to become critically ill, incapacitated or pass away unexpectedly. That’s why it’s important for physicians to prioritize estate planning within their wealth management planning.

The Consequences of Dying Without a Will

Who Will Make Your Financial Decisions

The Mighty Power of Attorney

Good Reasons to Trust Testamentary Trusts

The Mighty Power of Attorney for property

Top ten Reasons for choosing a corporate Executor

Estate Preservation and Distribution

In Time of Loss

Let professionals help you with your duties as executor

Planning for Gifts to Adult Children