Long-term Family Wealth

Estate and Trust Planning Process

Estate planning can be complex, especially with the diverse family structures in today’s world (e.g., second families, multiple homes, etc.). Estate and trust planning simplifies things for future generations and takes the guesswork out of what you want to happen with your money. A personalized plan, carefully crafted for you and your heirs, benefits the people and causes you care about most.

Many individuals begin some sort of estate plan for the future; this can range from a handwritten will to a comprehensive portfolio of estate and trust documents. Estate plans should be created and reviewed regularly as your lifestyle and circumstances evolve.

In the fast-paced world we live in, it’s good to know you have an advisor looking out for those shifts and helping you make the appropriate amendments.

When your financial plans are outgrown, it’s time to refresh the plan.

Ailsa’s Team assesses your current estate and trust needs. With those needs in mind, we recommend trusted experts ready to help you meet those needs. You have worked hard throughout your life to earn your money; plan wisely, and make sure it passes to future generations as you wish.