Estate Planning
Just some of the
Questions We Answer with Estate Planning
What documents will I need for an estate plan?
Will an estate plan be worth it for me?
What should I consider when naming an executor or trustee?
How can I avoid probate fees?
When should I start drafting my estate plan?
What should I consider when creating my will?
How often should I update my estate plan?
How can I avoid common mistakes when creating a will?
I have property in different provinces, can I include them in one will?
How we make Estate Planning Easy
Creating a will
Naming executors
Crafting a power of attorney
Designating beneficiaries
Minimizing estate taxes
Protecting your decisions
Estate Planning Case Studies
Frequently Asked Questions
Estate planning involves preparing for the distribution of your assets after your death or incapacity. It’s essential to have an estate plan in place to ensure your wishes are carried out, minimize taxes, and avoid potential conflicts among beneficiaries.
An estate plan typically includes a will, trust(s), power of attorney, a representation agreement, and beneficiary designations for retirement accounts and life insurance policies. These documents outline your wishes regarding asset distribution, healthcare decisions, and naming executors.
Yes, everyone should have an estate plan, regardless of the size of their assets. Estate planning is not just about distributing wealth; it also involves making important decisions about healthcare, guardianship, and end-of-life wishes.
It’s essential to review and update your estate plan regularly, especially after significant life events such as; marriage, divorce, birth or adoption of a child, death of a beneficiary or executor, change in financial circumstances, or relocation to another province.
Estate Planning Tools
Estate Planning Articles
Estate Planning Videos
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