ESTATE PLANNING

 

Despite the well-known saying, life, death and tax planning remains unfamiliar to many.

​

The estate planning process can be tricky to navigate, and as result many Canadians tend to delay or even postpone this essential element of a successful financial plan and overall wealth management.

​

However, a motivating factor can be to protect loved ones who ultimately land in charge of your estate. Ensuring your wishes are up-to-date, properly recorded, and accurately communicated with your heirs can be achieved in a few simple steps. Drafting an official Will and Power of Attorney is the starting point to a comprehensive estate plan. 

​

Estate planning can reduce taxes and expenses associated with an estate. Unnecessary taxes and timely court proceedings can quickly erode your estate funds. A proper estate plan can also simplify and speed the transition of assets to the next generation, ensuring beneficiaries are protected. Interested? Let's talk.

​

​