Taxation is one of the major threats to wealth creation/preservation. To learn ways to minimize taxation, attend one of our FREE Estate Planning Seminars. Watch for details.
At Harbour Planning Group, we believe the Will and Powers of Attorney are the cornerstone to a proper financial plan. As such, it is paramount that these documents be reviewed on a regular basis. Keep an eye out for one of our FREE Estate Planning Seminars which will address common mistakes in Will drafting.