One of the challenges that come with wealth is finding the most effective and tax-efficient method to distribute assets, either upon death or during one’s lifetime. Whether you plan to leave your estate to family, to friends, or to a charity, a well thought out estate plan is essential.
“Our role in the estate planning process is to help facilitate the appropriate discussions. Whether that means exploring new planning opportunities using life insurance or simply looking for ways to reduce probate fees, our desire is to give each client the assurance that their assets will be distributed efficiently and in accordance with their wishes.”
Ken Peters, CFP, CPCA
The wealth of resources that we have at our disposal continues to provide added depth and value for our clients. For those of our clients who have extensive estate planning needs, we enlist the expertise of Jane Shanks, who is the Regional Vice President of Wealth Planning with United Financial, a division of CI Private Counsel LP.