Statera Financial Planners |

There are two main types of trusts:

  • Testamentary trusts

A testamentary trust is created in your will and takes effect upon your death. The assets relating

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Statera Financial Planners |

The death of a loved one brings not only grief, but an overwhelming amount of paperwork to complete. It can be hard to know what to do or to find the energy to

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Statera Financial Planners |
Our friends at Mackenzie Investments have put together a great checklist to assist executors with their role! Reach out to Statera Financial Planners if you
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