Leaving a Lasting Legacy

Devising an estate planning strategy may not be at the top of your "to do" list, yet it plays a vital role in your family's financial future.  A properly planned estate can help:

  • Protect the assets you have accumulated over the years
  • Ensure that your assets pass on to your beneficiaries as you intended,
  • Enable faster transfer of assets by avoiding or at least accelerating probate,
  • Provide for the continued preservation of your family wealth, and
  • Ensure your assets are directed to the people and organizations you desire.

First Point Financial can help you determine the best plan of action for you and your family, and help you set up the appropriate arrangements and estate planning tools you need to ensure your wishes are followed as you intend.  We also can help you with life planning and the passing of family history. 






Financial advisors do not provide tax or legal advice.  Please consult with a qualified tax/legal advisor regarding your own specific tax/legal situation.