You can’t take it with you, as they say, but you can be sure it works hard where you left it behind. An effective estate plan can ensure that your legacy fulfills the purposes you planned while you were still alive. We all need to consider a will and healthcare directive, which can spell out our healthcare wishes in the instance that we’re unable to communicate.
At True North, we can advise you about what you should consider, and we can work closely with your accountant and attorney to put your plans in place, including designating someone to manage your financial affairs should you be unable to do so. An effective estate plan can control the distribution of your wealth after your death, giving you peace of mind, whatever tomorrow may bring.