Estate planning

It is about protecting your wealth.

Your entire life you’ve worked so hard, now it’s time to start thinking about what happens to your assets when you’re gone.

What is an estate plan?

Most people think estate planning is for the retired. This can’t be any further from the truth. Your estate plan includes all your insurances, real estate and any other assets you’ve worked so hard for throughout your life. The purpose of estate planning is to ensure that when you die, everything you’ve worked so hard for is managed and allocated exactly the way you want it.

Having a will is one piece of your estate plan. Speak with your advisor, tax professional and notary to help build your comprehensive estate plan.

Plan with experts

Cover all aspects of your estate plan by involving all the necessary experts to work with you. These can include accountants, notaries, advisors, tax lawyers, etc.

Alleviate stress for loved ones

Allow your loved one to grief during a difficult time by giving them a simpler process when you’re gone.

Professionals advice

Surround yourself with the right team of professionals whose expertise and up to date information we can draw upon.

When is a good time to start?

Having your estate in order will give you the piece of mind that everything you want to happen will. It’s never too late to start, but it’s always recommended to start early, this way you’re not rushing and making hurried decisions.

How can you start planning today?

When you’re ready to start planning for your estate, you’ll need to work with an advisor, accountant, notary and possibly other professionals to help guide you in the right direction.

Step 1: Set your goals.
Step 2: Gather your paperwork that include your financial and assets information.
Step 3: Work with a financial advisor and other professional that will help you build you a comprehensive estate plan.
Step 4: Share your plan with anyone who may receive a part of it when you're gone.
Step 5: Review and monitor your plan with an advisor in case something changes in your situation.

What are the advantages of having your estate in order?

Plan for your estate today.

Our team can answer all your questions, understand your situation and help you build a plan.