Estate Planning

Everyone owns estate. Estate is made up of everything you own, such as your car, home, possessions, real estate, investments, insurance plans, and bank accounts. However, you can’t take any of these material possessions with you after you pass away. What will happen to your estate after then? That’s why estate planning is necessary. Estate planning allows you to decide who gets what, what each person will receive, and when they will receive it.

At Passpoint Investments & Planning, we specialize in estate planning services. We want you to have total control over what happens to your assets. Our financial advisers will help you solidify your wants and needs so that there is no confusion or arguments. We offer friendly, comprehensive service and affordable rates. We aim to make your estate planning experience as simple and stress-free as possible!

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