I was just contacted by a client that I have been trying for over 10 years to complete a full Estate Plan in early January . Where does one start ? Take inventory of all assets / liabilities , investment vehicles , insurance contract , complete a questionnaire with me designed to ask questions to bring clarity and build a advisory team around my client . Who is part of that advisory team besides our firm ? Existing legal and accounting professionals , bring in other advisor's when necessary like Ken Andrews/Ron Prehogan from Equitas Consultants to deal with inter family issues and numerous other resources developed over my last 29 years in the business . We are what you would refer as a quarter back of many a Estate Planning projects as well as Business Planning sessions . Why ? Experience of working with individuals from which some are known here as well as internationally . I thank all my clients that allowed me to be part of their life and trusted me to always keep their best interest at heart .
