Most people think of estate planning as a process to save taxes. Some believe it is merely to be sure you provide wealth to heirs and have enough life insurance.

At Canby Financial Advisors, we believe the most important goal addressed in this process is protection of your family's assets. We also believe that your affairs should be organized and that you should not lose control of your assets. We help clients reduce the costs of their estate by lowering the tax cost and potential costs of the probate process. So even though the government may reduce estate taxes, the estate planning process will continue to be important for families.

At Canby Financial Advisors, we consider all aspects of family protection.

To ensure that a surviving spouse and children will be provided for, we analyze the sources of liquid assets to meet both short and long term needs. Are there other members of the family one wishes to assist financially? Different family members may need different methods of support.

Organized Plan

There is enough chaos when someone dies. Are the documents structured to provide a methodology that facilitates the family needs?

Maintain Control

Reducing your estate through gifting can mean you lose control of the assets gifted. We evaluate methods that allow you to continue to control your own destiny.

Cost Reduction

Proper structure can reduce tax and non-tax costs and avoid the probate process.

Please contact us with your questions or to schedule a consultation:

Canby Financial Advisors
161 Worcester Road
Suite 408
Framingham, MA 01701

508-598-1082
info@canbyfinancial.com