We take a comprehensive approach to financial planning, ensuring that our clients’ legacies are secure and their loved ones protected. We understand that preserving wealth and securing a lasting legacy involves more than just financial planning; it also requires robust business continuity planning. Through our collaboration with trusted legal partners, we offer expert assistance in wills and trust planning, guiding our clients through the process of safeguarding their assets and ensuring their wishes are respected.
Our partnership focuses on the creation of wills and trusts, which enable our clients to dictate precisely how their assets will be distributed, providing peace of mind for their families’ financial future. However, we recognize that life can be unpredictable, and that’s why as part of our fundamental financial planning, we emphasize the importance of having a lasting power of attorney (LPA). With an LPA, individuals can appoint a trusted representative to make decisions on their behalf in case of incapacity, ensuring their affairs are managed according to their wishes even if they are unable to do so themselves.
Our legal partners work closely with each client and their Harvest advisor to tailor their estate plans to their specific needs and objectives. This customization includes incorporating business continuity planning measures to ensure the seamless transition and management of any business assets or interests. By providing expert guidance and streamlining the legal process, we ensure that our clients’ estate planning, including business continuity, is both effective and efficient.
At Harvest, we believe in empowering our clients to make informed decisions about their financial future, and this extends to ensuring that their businesses and assets are protected and well-managed. Together with our legal partners, we offer a comprehensive solution that encompasses not only wills, trusts, and LPAs but also business continuity planning and insurance protection. Secure your legacy and protect your loved ones, including your business interests, by partnering with us for a brighter and more secure tomorrow.