800 Manulife Place
10180 - 101 Street
#30 - 4005 Clover Bar Rd
Sherwood Park, AB
8725 94 Street
Fort Saskatchewan, AB
422 10 Street
|Did you know...
- One third of Canadians do not have a will
- On average women outlive men (83 years compared to 79).*
- Understand the importance of having a will, a Power of Attorney for property and the pros and cons of joint ownership with right of survivorship of property. These are important considerations when protecting your family’s wealth and estate:
Probate Fees & Taxes
This article discusses probate and ideas on how to reduce probate costs. Probate costs vary significantly among the provinces and territories and planning to reduce probate costs has become a very important part of an estate plan.
Tax Planning for an Inheritance
Take your estate planning that 'extra mile' and provide an opportunity for your spouse, children or grandchildren to save taxes in the future.
Wealth Transfer entails sharing your wealth with, or transferring your wealth to, others. It is the most mature stage of wealth management and can be as simple as making cash gifts to your grandchildren or as complex as setting up elaborate trusts as part of your estate plan.
*Statistics Canada, Life Expectancy at birth, by sex, 2006 – 2008.