Estate Planning

After a lifetime of diligent investing, proper estate planning will ensure that all the hard work you did to build your estate will not go to waste. More importantly, it will help take care of your needs and eventually pass on your legacy to the next generation.

Proper estate planning requires careful attention to your changing circumstances to ensure your wishes are always fulfilled.  Fernando will consider multiple elements in your estate plan including: investment planning, taxation, wills and mandates, living wills and trust.