Senior Wealth Advisor
BMO Nesbitt Burns
20 Erb St W
BMO Nesbitt Burns
BMO Private Bank
20 Erb St. West, 6th Floor
Estate Planning Has Never Been Easier
For years you have devoted yourself to providing for your family, but have you also planned for what would happen if you were no longer here to take care of things? Although talking about death and taxes is never easy, estate planning is too important to ignore. A good estate plan will provide you with the peace of mind that comes from knowing your family and financial affairs will be taken care of according to your wishes.
Whether your goals include minimizing or deferring income taxes at death or whether you want to ensure the financial security of your family, we are able to identify potential estate issues that may stand in the way of realizing your estate planning goals.
Estate planning can be a complex process involving a number of professionals including your lawyer, accountant, investment advisor and insurance specialist. Each is there to assist you through a particular aspect of an estate plan.
At BMO Nesbitt Burns, I work with a unique team of specialists in reviewing your current estate plan, identifying planning opportunities, and providing integrated solutions.
Estate Planning Tools:
Digital Assets and Your Estate Plan
This article discusses common digital asset considerations and important information for making sure they are properly addressed in your estate plan.
Estate Information Organizer
This is designed to help your family, executor (referred to as a “liquidator” in Quebec), or Power of Attorney for Property (referred to as a “mandatory” in Quebec) locate all of your important documents and other information needed to administer your estate or act as your Power of Attorney for Property.
Estate planning for complex family dynamics
Today, the modern family comes in many different shapes and sizes; this diversity is having an impact on family relationships and the way families interact when addressing estate planning.