Estate Planning

Estate planning is probably one of the most difficult areas of
financial planning for people to focus on.

The first step in developing or reviewing your estate plan is
to look at your current situation to know where your are
today and to assess what you want to do.

Please take a look at Estate Planning - 10
Simple Steps provided by AIM Trimark
Mutual Funds. This 10 simple step process
will help you identify what you need for an
estate plan and why you need it.

For more information, please feel free to contact us.

Commissions, trailing commissions, management fees and expenses all may be associated
with mutual fund investments.  Please read the prospectus before investing.  Mutual funds
are not guaranteed, their values change frequently and past performance may not be repeated.