Financial Keys - A member firm of Genesys Wealth Advisers


Estate Planning

The idea or concept of a last will and testament is one that dates back to ancient Rome.

Throughout history there have been pivotal individuals responsible for great change and advancement in our society.  The development of our current law is no exception. A lot is owed to a man named Solon, in relation to the ability to choose how we want our property distributed when we pass.

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July 12, 2018
Category: Estate Planning

In today’s complex world and even more complex family structures, best practice would suggest that all Estate Planning is conducted as a joint professional service by your Financial Adviser and Lawyer. In the instances where higher net worth clients are involved, it would also be prudent to involve the client’s accountant as well.

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December 2, 2012
Category: Estate Planning

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