Estate Planning

Proper estate planning helps ensure the efficient distribution of assets and addresses personal tax obligations.  Our process covers the accumulation, conservation and subsequent distribution of assets in the estate.  We also coordinate with expert tax and legal advisors to ensure the efficient transfer of assets in the manner intended. 

In our experience, clients prefer to maintain control rather than allow governing bodies to intercede.  We help make provisions for the smooth transition of wealth and the consideration of providing financial security to others.  This may include equalizing inheritance, retiring from a business and making allowances for the children of a previous marriage. 

Moreover, we help clients create a long-term charitable planning strategy that lets them retain control of assets and offset taxable liabilities.

 Preserving Your Estate  read more here

Neither John Hancock, Signator Investors, Inc., nor its representatives provide tax or legal advice. You should consult your professional tax and legal advisors for guidance.