Estate Planning
Help Protect What Matters Most
If you have assets or responsibilities, estate planning gives you the opportunity to make sure that those who depend on you have the resources they need to carry on. You can minimize taxes, ensuring that your wealth goes to your heirs, and not the government. You can ensure that your affairs are settled according to your wishes.
There are certain circumstances that require special consideration including:
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Family-owned businesses
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Divorced and blended families
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Families with disabled dependants
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Families responsible for care of elderly relatives
Up-to-date will, power of attorney, and living will or advance directive to your physician
Funds available to pay off debts and obligations
Select an executor for your estate
Liquid assets to pay taxes and other costs of settling your estate
Selected a guardian for minor children or other dependants
Specified your funeral wishes
Adequate finds to support dependants
Estate Planning Checklist
Preparing for the future starts with having your affairs in order. Use this checklist to help ensure your estate plan reflects your current wishes, supports your loved ones, and helps you feel informed and prepared.
When to Revise Your Estate Plan
Life changes, and so should your estate plan. Major milestones and unexpected events can impact your wishes, beneficiaries, and financial responsibilities. Review your plan whenever any of the following occur to ensure it remains current and aligned with your goals.
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Marriage or divorce Birth of a child or grandchild
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Death of your spouse, other heir, or executor
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Acquisition of foreign property
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Change in province or country of residence
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Receipt of an inheritance
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Significant change in your financial situation
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Retirement or job loss
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Occurrence of serious illness or disability
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Starting or selling your business
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Changes in legislation that affect estate planning
If you experience one or more of these life changes, it’s important to review your documents with a qualified estate lawyer.
If you do not have a lawyer, please contact us — we’d be pleased to refer you to one.
75+ years of combined experience
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3 financial planners
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5 team members
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Why Choose Us
75+ years of combined experience, 3 professionals holding the CFP® designation, and 5 committed team members, our mission is to help clients make the most of their money by simplifying the complexities of your financial life.
Through thoughtful planning, proven strategies, and a collaborative approach, we help you make the most of your wealth today.
Financial Planning
Have a wholesome financial plan that considers all your sources of income, the optimization of different registered and non-registered accounts, and how these pieces are integrated to meet your unique financial goals. This can minimize tax, legal and probate costs and help you better plan for the future.