Philanthropic & Estate Planning
Estate planning is an essential aspect of an individual’s financial plan. At Spring Delta Asset Management, we work with legal professionals and accountants to create a comprehensive plan for the management of properties, and it’s distribution of their wealth and properties after their death. We understand family is important.Please speak to our advisor today to discuss how your assets could be managed and help you complete an estate planning checklist.
– Ensure you determine your beneficiaries
– Satisfies your charitable purpose
– Plans so that you can save on taxes
– Provides protection for your family
– Estate Planning Checklist