Estate and Succession Planning Services

A comprehensive financial plan is not just for today or tomorrow, it looks well into the future. For most people, that means knowing that your family will be looked after, and that your impact on the world will be safeguarded for generations. Our Estate & Trust Service can make sure that happens by developing and implementing strategies to transfer wealth to your loved ones in ways that minimize the tax implications.

Ensuring your legacy

Estate and succession planning is about putting strategies in place to ensure your family – and your financial legacy – is protected in every way it is possible to plan for.

Our comprehensive approach

At IPG, we never look at just one piece of the financial picture. We analyze your current plan, if any, identify any gaps, and create a fully customized plan that is suited to your needs, and the needs of your family.

How we can help you

After assessing your situation, your advisor will make recommendations with respect to any or all of the following:

  • Standard Will considerations
  • Asset ownership and transfer
  • Living Trusts
  • Testamentary Trusts
  • Multiple Wills
  • Tax Issues
  • Insurance needs