FINANCE

Estate Planning – Canada Seminars

Worrying about your legacy and how it will affect your loved ones is only natural, and having an estate plan in place that both considers your individual goals and is designed to maintain family harmony is essential. Without the proper planning, you could leave your assets completely vulnerable to unintended consequences. By creating a strategic plan, you can set yourself up to leave a legacy that reflects your goals, beliefs and values.

estate planning canada

You’ll learn about:

Wealth Management

We’ll discuss preserving and enhancing the value of your estate and opportunities for tax deferral or minimization.

Wills

We dive into the basics of wills – including when you should make one and when/who should review it. Also, how to choose an executor.

Probate

We’ll cover what probate is and how you could potentially avoid it.

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