It can be difficult to think about what will happen in the world after we are gone. Failure to plan for the future could see wealth that was earned over a lifetime lost to a nursing home at the end of your life. Come and talk to us about what you want to happen at the end of your life.
A will is a basic document that everyone should consider creating. A will can direct who inherits your assets, who takes guardianship over your children and who is in charge of wrapping up your affairs. Come see us about creating a will and other useful documents.
Trusts are legal entities, similar in ways to a corporation. A trust can hold property in its own name and distribute that property under conditions that you decide. Come and talk to Jon about the ways a trust can benefit you.