BMO Nesbitt Burns
Eighth Avenue Place, East Tower
525 8th Avenue SW
|What does "Estate Preservation” mean to you? For many of us, estate preservation means being able to pass along our hard-earned assets intact to our children and grandchildren. For many people, assets might include a family property that has been passed down through the generations. It can also mean ensuring your family’s financial security in times of crisis.
Everybody has an estate. Substantial or modest the issues to consider are essentially the same.
How will you preserve your assets from taxes and unnecessary probate?
We welcome the opportunity to help you use sound financial and estate planning strategies for the preservation of your estate.
Here are some articles that mayhelp you to understand Estate Planning:
Estate Services: Estate and Insurance Services Booklet
Estate Preservation: Estate Preservation, How to Keep the Cottage, Estate Information Organizer
Wills, Trusts and Power of Attorney: Estate Planning Using Trusts, Informal Trusts, Wills That Work, Incapacity - Planning Ahead Helps, Probate Planning to Minimize Estate Costs, Probate Fees and Taxes, A Guide to Granting Powers of Attorney, Personal Directive