Legacy Planning
The Estate Plan
Why should you plan your estate?
- Ensures your estate (assets at death, money property and other possessions) is divided according to your wishes and not according to the rules set out by government.
- Minimizes taxes
- Benefits you during your lifetime to accumulate savings for retirement and takes advantage of tax savings
- Maintains your lifestyle if you become ill or disabled for a lengthy period
- Becomes part of your ongoing Financial Planning
Are you in need of a Records Organizer? Let us know and we will send you a free copy!!!
What Is Financial Planning
Estate Planning - Making Arrangements
Keep all your important papers together in a safe, easily accessible place and be sure to let someone you trust, know where they are.
These include:
- Insurance policies
- RRSP's
- pension funds
- will
- bonds & stocks
- investment records
- property deeds
- birth and marriage certificates
- social insurance card
- records of cash & particulars of bank accounts
- location of keys to safe deposit box
- list of your assets
Talk about your final wishes – your funeral and burial arrangements and how you want your estate distributed. It is also a good idea to keep some assets that can be cashed easy to pay bills and burial expenses.
Keep a copy of your will in your safety deposit box and another copy at home.
Please allow us to provide you with a helpful records organizer, for the benefit of those who will be left behind.
