Estate planning

Leave a lasting legacy for your family

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Estate planning

At a glance

Why it is important to have an estate plan

  • Document how you want your assets to be distributed after your death.
  • Prevent any misunderstandings among your heirs.
  • Plan for any situation.

Main benefits

  • You will be protected in case of incapacity.
  • Your assets will be transferred without conflict.
  • Your wishes will be respected.
  • You will minimize the tax burden on your estate.

With you every step of the way

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We will help you make informed decisions

Estate planning involves all sorts of questions: Who are your beneficiaries? What will they do with your assets? Do you need to appoint a guardian for your minor children? Your advisor will walk you through the process.

 

 

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We will protect you

What would happen if you were no longer capable of managing your assets? Who would do it for you? Prepare for the unexpected: your advisor will help you draw up a power of attorney to ensure you are well taken care of.

 

 

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We will minimize your tax burden

Your advisor will set up strategies to minimize the tax burden on your heirs.

It's easy when you have the right support

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Our expertise at your service

Financial planning

Do you want to buy a second home? Do you have many ideas for your retirement? Our experts will help you accomplish all your projects!

Wealth Management

Leverage your wealth to achieve your goals.

Need estate planning assistance?

Ask your investment advisor and our team of experts!

 

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