Ask yourself some initial questions. For example, when would you like it to take effect? There are different POA types that this brochure will help to explain.
We're incredibly sorry for your loss. We're here to help in any way we can.
For example, if you feel like you cannot administer the estate on your own, we have partners like Concentra Trust who can help.
If you're worried about managing your financial affairs, our advisors will work with you to develop a financial plan.
Give us a call at 1.866.446.7001.
Again, we're incredibly sorry for your loss. We're here to help.
Please reach out to your Innovation advisor or call us at 1.866.446.7001 if you don't have one. We can help with your banking in many ways:
We're here to support you whenever you have questions.
Meet with your advisor at least once a year to review and update your financial plan.
If you have never met with one of our advisors before, give us a call at 1.866.446.7001. Our financial plans are free and there's no obligation to invest.
Consider first gifting them with some financial knowledge by booking a joint appointment with one of our advisors.
If you'd like to gift money upon passing, we can help you while also reducing administration and probate costs to your estate.
Although you can legally prepare your own will, or create one using a do-it-yourself option, we suggest involving a legal professional. It’ll ensure your will is properly written, executed, and provides your executor with the clearest direction.
Need help? Contact us and we would be happy to discuss your estate plan.
A thorough estate plan involves working with a team of professionals:
It includes a will, power of attorney, and health care directives.
There are three questions to consider:
We can help you build an estate plan you feel secure about. Contact us to get started.
A trust is a way to hold and protect your assets. It can:
If you'd like to set up a trust, you'll need to:
Once the appropriate agreements are in place, your Innovation Advisor can create your trust account.