Estate Planning

As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind. 

For business owners, a plan for succession of ownership is essential. We can assist you through the process of providing for business continuity. 

The executor and trustee of a will are required to perform a number of duties. At Advantage Partners we are happy to team up with the professionals to assist in the Estate Planning process.