Will & Trust
Will & Trust is an essential part of any financial plan. Learn the key concepts and strategies, as well as what your options are when you receive an inheritance and preservation of wealth.
Learn estate planning basics and more advanced approaches, from understanding wills and trusts to implementing strategies that may help protect your beneficiaries and assets. Plus, our Jaguar FinancialAdvisor can help guide you through the entire process of developing your estate plan.
If you’ve recently lost a loved one, we can help you identify what actions you may need to take, what to expect, and strategies for handling your inherited assets.
Trusts provide options for passing on assets that can help you minimize taxes and avoid a costly probate process. And not least, the most important to preserve it from generation to generation based on our standing instruction while we still alive.
Whether you're teaching them the long-term benefit of being smart with money, or offering them a financial gift—or both—we can help you make a thoughtful investment in your family.