Estate planning is more than just making a plan to distribute certain assets to certain people. A complete estate plan will allow you to retain control of your assets and to determine who will make decisions on your behalf should you become unable to in the future. It will also take into account your personal and financial goals. For example, some families may need a trust to manage and distribute assets to minor children.

Developing an estate plan is a joint process between you, a financial planner, a legal professional and an accountant. An estate plan will make sure that your estate is handled as easily as possible.

In developing an estate plan an Alps Network financial planner, working with your solicitor and accountant, can help you:

Contact us to learn how we can help you with your estate planning or any aspect of your financial situation.