ESTATE STRATEGIES

Ensuring a meaningful legacy is a challenging task. At PRO Financial we can devise wealth transfer strategies to minimize tax implications and protect how you pass on financial assets and other property to family members.

By allowing us to help coordinate your estate planning, we can:

  • Help you exert your influence on transferring your assets and values in the event of an illness or death.

  • Offer guidance in helping you think about how you might want to divide your assets between descendants or charities.

  • Plan to mitigate or prevent extra costs, such as estate taxes and/or probate costs.

  • Help you plan to preserve your legacy.


A comprehensive wealth strategy includes estate strategies.