Your Executor

It is often interpreted as an honour, being named Executor of someone’s estate, as well as a sign of trust and respect. But along with it comes huge responsibility and holds the potential to become an overwhelming and stressful job.  I often hear from clients that it is going to either be a collection of their children, the oldest child or even a spouse in a second marriage because it is the “right thing to do”, or “why spend money on a professional?”

Leaving a Legacy

Over the years, meeting with my clients and reviewing their life and wealth management goals it's easy to determine there is not a one size fits all for estate and legacy planning.  It is important to determine what and how you want to leave your legacy, and then take the steps to ensure the success of that plan.