Estate planning is done through the implementation of a life, disability and critical illness coverage. It entails a detailed analysis of a family’s financial activities, with the key objective to maximize the accumulation of assets (and the persuasion of those assets) in the event of an uneventful passing or a disability which could potentially place the family members in a position of being unable to work. In a number of cases a trust arrangement is established.
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Roy Freeborn
Certified Management Accountant, (CPA)
Your Long-Term Financial Security Is Our Priority
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