An estate plan is a key component of your overall wealth management strategy. Your family will appreciate the care you took to provide for them, and to spare them the burden of putting your affairs in order during a most difficult time. With planning, you can maximize the value of your estate, minimize taxes and have control over how your estate is distributed, and help avoid conflict among your beneficiaries.
At RT Wealth Management, we can help identify estate planning opportunities and issues, engage experts to advise you on strategies that suit your circumstances, and oversee the successful implementation of your personal estate plan. They can also help you to appoint a corporate executor through BMO Trust Company.
Trusts: Asset Protection and Tax Savings Though BMO Trust, we can offer you the unique protection and tax-savings potential of trusts. A trust is a legal structure that can be set up immediately or upon your death. Its function is to defer taxes while protecting your beneficiaries from themselves or others by placing explicit limits on how, when, and by whom your assets may be accessed. Trusts are one of many tools we may recommend to give you greater and secure peace of mind.