Estate Planning: Canada Has Options

Estate Planning: Canada Has Options

Estate Planning: Canada Has Options

Not only the wealthy needs to be concerned with estate planning, and this is a common misconception with estate planning. Save yourself from significant unnecessary costs and added stress to the survivors. Look at estate planning and protect yourself, your loved ones, and your business today!

What is Estate Planning?

Similar to writing a will, estate planning is the process of arranging for the disposal and organization of an estate. This often includes the goal of reducing taxes and other expenses which are commonly included with estates.

Why is Estate Planning Important in Canada?

Estate plans define how assets are owned, managed, and preserved during and after your life. Estate planning helps ensure that there is an organized and tax-efficient transfer of your assets to your loved ones when you pass.

How Can I Find Help with Estate Planning?

When you need to find a professional to assist with strategic estate planning Canada, there are a few ways to find an honest and friendly brokerage which will find the most cost effective solution for your needs.

Recommendations: Ask around and see if your friends or family members have spoken with an estate planner recently

Proximity: If you pass by a brokerage near your home, or work place, they may offer estate planning services and may be able to present them in an easy to understand manner.

Online reviews: Just like restaurants, products, and movies, you will probably be able to find a review of an estate planner nearest you online

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