Wealth Advisor, Financial Planner
Toll Free: 800-465-6437
20 Erb St W, 4th Floor
274 Broadway St
24-280 Guelph St
Estate and Tax Planning
Have you ever considered what would happen if you were no longer able to take care of your family? Regardless of your age, the size of your estate, or the complexity of your situation, there are several questions you should be able to answer with certainty:
Are your affairs organized to reduce the impact of income taxes and other estate costs?
Are you sure that your estate will be distributed as you intend?
Do you have a will? Is it current, such as beneficiary designations or joint ownership situations?
If you were to become incapacitated, have you legally appointed someone to make financial and personal care decisions on your behalf?
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, have control over how your estate is distributed, and help avoid conflict among your beneficiaries.
Nadine Meek, Wealth Advisor, 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.