Introducing our new Estate & Trust Specialist
Our Estate & Trust Specialist enhances our estate planning services to help ensure your wealth lives on.
Everyone, no matter what age, should have an estate plan in place, complete with a will. This ensures that financial affairs are resolved quickly, tax-efficiently, and adheres to your wishes when you pass on. Preparing an estate plan is the best way to ensure that happens smoothly.
BlueShore's estate planning & trust services can help you to make the right choices for your estate. We are pleased to introduce our new Estate & Trust Specialist, Mike Demian, who will work with your Financial Advisor and other specialists to create a comprehensive plan.
Mike has over 10 years of experience in the financial sector, providing financial planning, investment and credit solutions to clients. This experience provides him with strong expertise in trust & estate planning, tax planning, wealth management, and financial trend analysis. Mike has his Certified Financial Planner (CFP) designation.
For your peace of mind, consider working with a team of professionals who can guarantee personalized service and impartial guidance on this critical aspect of your financial plan.
Related Resources: Estate Planning & Trusts