...A worthwhile investment
Are you tired of radio sound bites that say “You Could Lose 50 per cent of Your Wealth”? We’re not interested in using scare tactics to get your attention. We think the facts speak for themselves. But we also know that, if left unattended, you and the loved ones you leave behind could lose a significant portion of your estate to taxes.
A values-based estate plan is the result of us understanding what your dreams are. Assuming you have assets left at death, what do you want done with them? Do you have heirs, or favourite organizations that you want to give to?
Estate planning is not something that should be put off until after retirement. You might find this estate planning checklist helpful.
In many cases, there are certain strategies that you will be better off implementing earlier in life. The longer you wait, the fewer choices you’ll have. Working with estate specialists, we can prepare a values-based estate plan that takes your personal values into consideration and offers you choices you can implement. For example, your choices might include trusts or insured annuities. Our commitment to you is that we will deliver an estate plan that meets your particular needs.