Estate Planning

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Strategies and Solutions for asset protection, transferring wealth and settling an estate.

One of the ways we can help meet your needs is by helping you build and manage your wealth and investments effectively.  Using insurance strategies we can help you protect your wealth during your lifetime, sustain the value of your estate and help you transfer your wealth to family members, charities or other beneficiaries tax-effectively.

Some of the ways we help you meet your estate planning needs:

  • Asset Protection: Protecting the value of your estate through living benefits insurance, isolated funds and insured annuities.
  • Wealth Transfer: Maximizing the wealth you pass on using tax-effective insurance strategies and charitable giving solutions.
  • Estate Settlement: We can help ease the burden if you have been appointed as an estate executor.

For more information on Estate Planning please contact Ana Martinho today!

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