Legacy Wishes & Distribution of Wealth

Two things in life are certain: Death and taxes. Holistic estate planning can leave your loved ones with your legacy rather than your burdens. Proper tax planning can also maximize the net returns of your portfolios and estate transfers. Remember that a will is just one part of the estate planning process and regardless of your level of wealth, a well-structure estate plan can help protect your family for generations. Generally the larger one’s estate the higher the need for proper estate planning.

The process of Estate Planning includes:

  • Asset Protection through Living Benefits insurance, Segregated Funds, and insured Annuities
  • Wealth Transfer to your loved ones and charitable giving through tax efficient strategies
  • Estate Settlement through creation and review of a Will and by appointing an executor for your estate