The idea came about after meeting with a client who wanted to make sure their estate would be passed on smoothly and efficiently. When we reviewed their position, it became clear that without proper planning, taxes and administrative costs could significantly reduce what their family would receive. The question was, how could they preserve more of their wealth and ensure it was transferred in the way they intended?

This is a common concern. Many people want to provide security for their loved ones, but without clear planning, a large part of their estate can be lost to taxation or complexity.

Through our network, we have developed a structured approach that helps protect and transfer wealth in the most efficient way possible. That same client became one of the first to adopt this Legacy Planning solution, and now feels confident knowing their family’s future is better secured.