Estate Planning

Thoughtful estate planning should be a meaningful process. We encourage all of our clients to consider their legacies. Estate planning ensures that your wishes are carried out. It gives you the opportunity to provide for your heirs and beneficiaries, both financially and emotionally. While a daunting topic, your Bastion Balance advisor is skilled at walking clients through the process and working through the various issues. Ensuring one’s documents and financial vehicles are in order provides tremendous peace of mind.

In general, estate planning gives you control over how your wealth will be distributed. You decide which loved ones and charitable organizations you want to provide for and how. If you own a business, succession planning will be taken into consideration. Estate planning also takes into account tax minimization strategies and how you want your capital distributed. Trusts, wills and insurance policies are among the tools used to carry out your final wishes. Discussing your plans with the people in your life can be daunting, but your Bastion Balance advisor can help you, providing objective and experienced support.

Bastion Balance – Estate planning is an everlasting gift to the people and causes your care about. Establishing your legacy provides meaning to your life.

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how can we help you?

Contact us at Bastion Balance head office or submit your inquiry online. Our staff will be happy to assist you.

We thought a lot before choosing Bastion Balance because we wanted to be sure our investments would yield returns. Service and results both excellent.

C. Keller – Zurich
Business Owner, Import-Export Trading Company

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