Overview
Wrapping up estates is not simple; the key is to minimize tax and maximum value to the beneficiaries. Business sense and tax acumen are thus mandatory competencies to understanding the entire transaction.
Online Information
All your information is saved in the cloud, safely, securely.
Questionnaire
Yes, it’s a lot of work, but the more you provide now the easier it is, HNI will walk this path with you and update it yearly.
First-Hand Experience
My father was diagnosed with an incurable disease in his late 40’s, he died a few days after his 61st birthday. He knew the importance of keeping accurate records and information, and most importantly, eliminating all ambiguity and risk in planning for his family.
I would like provide the same opportunity to others.
– Duncan
Personal
Successful people have high expectations, both in terms of outcome and service, all which starts with personal relationships.