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Home
Our Services
Our Clients
Our Team
Our Thoughts
Resources
Our Partners Video Series
Analyst Video Series
Tax Planning Strategies
Financial Planning
Estate Planning
Managing Your Wealth
Hours of Operation
Contact Us
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Home
Our Services
Our Clients
Our Team
Our Thoughts
Resources
Our Partners Video Series
Analyst Video Series
Tax Planning Strategies
Financial Planning
Estate Planning
Managing Your Wealth
Hours of Operation
Contact Us
Estate Planning
Estate Planning
Estate Planning
You have devoted yourself to providing for your family and saving for a comfortable retirement, but have you also planned for what would happen if you were no longer around to take care of things or if you became incapacitated? While there are a number of legitimate reasons for avoiding the issue – ranging from “I don’t have time” to “it’s a difficult topic to think about” – estate planning is too important to ignore.
Importance of Estate Planning
Estate Immediate Checklist
Estate Immediate Checklist
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 Information Organizer
Estate planning - Designating Beneficiaries
Estate planning - Designating Beneficiaries
Estate Planning: Family Meeting Guide
Estate Planning: Family Meeting Guide