A well-designed estate plan ensures that, in the event of your death or mental incapacity, your affairs are settled in a timely, orderly and tax-effective manner, and according to your wishes. It also helps ensure that your family is looked after and can manage financially. Far too many people dedicate their working lives to building substantial financial wealth, but then fail to consider the available strategies that protect and preserve it. The results can be devastating to your family and your business.
As Financial & Estate Planning Advisor, Fabien offers expertise in financial and intergenerational wealth transfer solutions including estate creation and preservation, business succession funding, estate-friendly investing, and charitable giving. With our help and your legal and tax professionals, we’ll create or review your estate plan and help you navigate a number of planning issues depending on your needs, such as:
- Estate Settlement Cost Analysis
- Probate Reduction Strategies
- Tax Sheltered Investment Strategies
- Planned Giving Strategies
- Family Financial Risk Analysis and Mitigation
- Insurance Analysis and Advice for:
- Life;
- Disability;
- Critical Illness;
- Long Term Care; and
- Annuities etc.
- Corporate Financial and Insurance Protection such as:
- Group Health Benefits;
- Business continuation;
- Key person protection;
- Funding for buy/sell agreements;
- Creditor life insurance; and
- Corporate Disability Protection (income replacement, overhead costs, lump sum disability buy-out etc.)
