Estate & Will Planning

posted Nov 28, 2016, 11:55 AM by Janelle deRocquigny   [ updated Nov 28, 2016, 12:01 PM ]

Our estate planning advice is intended to provide you and your family with peace of mind about the future. You have worked hard to accumulate wealth. It’s important to ensure that you implement strategies that will efficiently transfer wealth to family members, charities and legacy gifts.

 

This video covers the key components to the estate planning process. 

In this presentation we will cover:

  • The objectives of estate planning
  • The estate planning process
  • Tax and your estate plan
  • Probate
  • It's a family process
  • The importance of communication


Your situation is unique.   We recommend you contact our office at 204.977.8022 or email Janelle at jderocquigny@assante.com in order to set up a meeting or telephone appointment with Shaun to discuss your individual situation.

If you would like to receive invitations to future events, please contact the office at 204.977.8022 or email
jderocquigny@assante.com


Other Articles of Interest: 

Invesco Estate Planning 10 Steps– PDF

Invesco Estate Planning Checklist - PDF

Why you Need a Will – PDF