Good estate plans create good inheritors.
Most people think estate planning is simply having a will. It’s certainly a good starting point, but an estate plan encompasses so much more than that. Your plan should be able to make the decisions for you when you can’t. If you have a will, it’s not always a true reflection of your intentions or even the best solution for your inheritor. That’s why we are here, to learn more about you and your family, and to listen to what you are trying to accomplish to ensure you have the strategies in place to meet your wishes.
Ready to start?
Here are two great ways to connect with us.
Make the most of an inheritance.
What started out as a generous and life improving gift often becomes the opposite of your intent and expectations. If not properly planned and managed, your will and/or inheritance can create significant tax burdens, extended probate periods (that could hold up the money and assets for years) and family conflicts.
Here are a few ways to learn more.
Estate and inheritance planning extras.
videos, case studies & more
Read William’s story because like many Canadians, he thought his current will would fulfill his wishes. After some digging into his estate documents and talking to him about what he wanted, we discovered this was not the case.
A great tip for people who want to make a charitable donation that will maximize your gift amount and make the donation more tax effective.
Donor Advised Funds; a vehicle that gives you the opportunity to leave behind a legacy, while having a long lasting positive impact on charities that you care about the most.
You can name your favourite charity as a beneficiary in just three easy steps. Glenn Stewardson explains how to do this so you can avoid changing your entire will.
Understanding the role of an executor is important when you’re creating your estate plan and will . It’s also important for the person named as an Executor to know what’s expected of them.
While every client situation is unique, the importance of implementing a proper estate plan is consistent in every case.