Estate Planning

An estate plan develops short and long-term financial strategies for minimizing estate taxes and facilitates a smooth transition of wealth. It helps ensure your wishes are followed after your death, including what happens to your money, property and personal items and who will manage your estate. Plan your legacy to ensure your family doesn’t have to worry about uncertainty.

• Should I transfer assets to my children now or in the future?
• What is a power of attorney for personal care?
• How do I make a plan for the family cottage?
• What assets will pass through my will?
• What is a power attorney for property?
• What beneficiaries should I name?
• How do I minimize probate fees?
• Should I have a will?