The purpose of the estate planning process is to ensure that your assets are transferred to those whom you wish to receive them, in a straightforward and cost-effective manner, at a time of your choosing. As part of this process, you will want to be sure that the financial requirements of your family are met if you die and also minimize the amount of taxes payable by your estate.
What documents are used as part of the estate planning process? The most important document in your estate plan will be your will, but the following documents are often also used:
Life Insurance Policies
Powers of Attorney
If you own a business, a business or partnership agreement.
Our hard work doesn’t end here. We undertake continuous reviews and monitoring in order to keep your estate plan on track, evaluate success and make changes where necessary.
Learn how we can help you achieve your financial goals
Shield Financial is a group of financial professionals where we put the client first. We have a commitment to professionalism and strive to ensure our financial strategies help our clients accomplish their financial goals.