At Peter Richards Advisory Group, we identify and close gaps in planning for our clients. With over 137 million adults in both Canada and the U.S. without a legal will, and many more that require a significant upgrade, we know that estate planning is an important issue.
We have had conversations recently involving next generation planning. To help with this process, we do have a complimentary tool that is useful and available: The Willing Wisdom Index.
To access it, please Click Here. It provides an Estate Planning Checklist to help begin planning for you and your family’s future. If you find you have any questions, please let us know. It’s what we’re here for.