Estate planning is the process of anticipating and arranging, during a person's life, for the disposal of their estate. Estate planning can be used to eliminate uncertainties over the administration of a probate and to maximize the value of the estate by reducing taxes and other expenses.
People often have many misconceptions about estate planning although it is an important pillar of managing one's wealth. It is our job to inform you of the importance and benefits of estate planning and ultimately assist each customer in protecting their estate with a thorough estate plan.
Here are some links with useful information:
Wills, trusts and estates: An overview
Estate planning guide from Sunlife
The legacy you imagine is more likely to become a reality when you make a plan. An advisor can help you draft and implement it.
Contact us today for any further questions!