Peace of mind

Estate planning is about the life of your family and loved ones and the peace of mind you get from helping to preserve their financial security.

By its very nature, estate planning is a difficult subject to discuss – even more so to plan because it forces us to come to terms with our own mortality. 

Each person will approach estate planning differently, with personal motivations and expectations. No estate plan will be exactly like another. Estate planning should be a reflection of your personal priorities and choice.

Why you need an estate plan

• Distributes your assets as you intended
• Keeps more of your money in the hands of your heirs
• Minimizes income tax and probate fees
• Provides for the tax advantages of income splitting
• Ensure business continuity for business owners
• Identifies the people chosen to carry out your last wishes and care for your children.

Working through the steps to create an effective estate plan is a liberating experience. It will provide you with the peace of mind that comes from knowing your loved ones will not be burdened by resolving your personal and financial affairs.

For more information call 780-812-3612 or fill out the contact us form.