Estate

Leaving A Legacy, Not Loose Ends

Estate planning ensures your assets, responsibilities, and wishes are handled the way you want during your life and after. It’s more than just having a will. It’s about protecting the people and causes you care about, reducing taxes, and ensuring your legacy is passed on smoothly. Whether you’re planning for your family, your business, or your community, a thoughtful estate plan helps turn your values into lasting impact.

Thrive Feature

What To Consider

Did you know that over half of Canadians don’t have a will?  Even many of those who do are not keeping it up to date. A solid estate plan ensures that your wishes are communicated clearly when you’re no longer there to voice them. This means that your assets and liabilities will be managed appropriately, and your loved ones will be protected. Key considerations include

  • Having a will that is valid and up-to-date to direct how your assets are distributed and appoint guardians for minor children.
  • Naming a power of attorney and health care directives to manage your affairs if you become incapacitated.
  • Reducing taxes and expenses to preserve more of your estate for your beneficiaries.
  • Planning for business or farm succession which often involves complex legal and tax considerations.
  • Determining if a trust is needed to manage assets for beneficiaries over time.

How We Help

We help build a plan that reflects your values and protects your legacy. This includes working with your lawyers (and other planners and advisors) to build an estate plan.

 

MEET THE TEAM

READY TO TAKE CONTROL OF YOUR FINANCES?

Let’s build a plan that works for your life – today and tomorrow.