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Secure the future for yourself and your loved ones

Whatever your level of wealth, estate planning can hold important benefits. From naming beneficiaries and creating a simple will to executing more complex trust structures, an estate plan can save time and expense for your heirs. It also sets forth your wishes for how you want your assets distributed. A BMO Harris financial advisor can help you understand the various elements of an estate plan and define your needs, which may include:

  • Powers of attorney to define who will make health-care or financial decisions for you if you become unable
  • A will or revocable trust, depending on the age and capacity of your heirs
  • Naming of an executor or trustee for your estate whom you trust to fulfill your wishes

Ensure an orderly and smooth transition of your assets to those you care about. Talk with a BMO Harris financial advisor about your estate planning needs today.

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