Clearly defining your wishes and ensuring that those wishes are carried out efficiently and effectively is a wise and prudent action.

People often think that Estate Planning only becomes relevant after a client has passed away. In reality, this is rarely the case. Estate Planning is far more about the living than the dead.

As an experienced financial professional, I don’t see Estate Planning in terms of giving; I think it’s more about taking.

It’s about taking control of your situation.

It’s also about taking care of those who matter to you at the very time that it matters most to them.