It’s the one certainty in this life – and it’s worth planning for. When the time comes, it’s good to know that your personal and financial matters have been made as simple and stress-free as possible for your loved ones.
At Tribeca Financial, our goal is to ensure our clients are in the position where they feel on track to meet their short and longer term goals, while still feeling financially free to enjoy life now. We work closely to ensure they feel in control over they feel in control of their finances and have the capacity to absorb a financial shock.
A strong estate plan is so much more than a Will. We create strong strategies on how assets are disbursed after death ensuring you have covered all bases. A good estate plan is reviewed yearly, because life changes! Marriage, divorce, additional children, blended families, death, financial position, business assets and more all come into play. You have worked hard for what you have got and it would be regretful to have your loved ones see your assets fall into the wrong hands due to a lack of planning or your wealth eroded by legal fees with loved ones fighting it out in courts.
We have trusted lawyers as partners who we project manage to write the estate plan up into a legal Will. Alternatively, we can work with your preferred lawyer directly.
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