Sometimes it may be beneficial to introduce your family members and heirs to all relevant professionals during your lifetime. Sometimes you don’t want to, and that’s fine too. We do advise however that you always make sure administrative aspects related to your estate be accounted for and logged, including all banking and investment accounts, assets, insurance policies, and pension information.
Depending on your situation there can be advantages to passing on a portion of your estate before death. Tell us about your situation and we will help develop a tax advantaged estate plan that fits your goals.