Estate Planning

 We will build a unique and comprehensive estate plan; avoiding probate, qualifying to receive government-funded benefits, minimizing tax liabilities, and ensuring the estate will be passed on to the intended beneficiaries. 

  At Voyageur Advisory Group, our professionals work hand in hand with independent attorneys to advise our clients on a daily basis. This creates continuity within the estate plan, as all parties involved are on the same page to serve the clients’ needs and goals. We are able to maximize the value of a client’s estate and eliminate any uncertainty over its distribution upon passing.