ESTATE PLANNING

 

  • Where will I get money to pay my debts?
  • How do I prevent high taxes from shrinking my estate?
  • Is my estate too small to share?
  • Who gets what and when?
  • Who will own the business when I die?

Estate planning is serious business and now is the time to start preparing!

A good first step in estate planning is to take an inventory of everything you own and assign a value to each asset. You may be surprised at the value of your estate!

  • Residence
  • Other real estate
  • Savings, e.g., savings accounts, CDs
  • Investments, e.g., stocks, bonds, mutual funds
  • Pension and/or other retirement accounts
  • Life Insurance policies and annuities
  • Ownership interest in a business
  • Motor vehicles
  • Jewellery
  • Collectibles, e.g., art, antiques
  • Other personal property

Contact us, we will provide you with the expertise along with a range of insurance possibilities and needs to provide you with peace of mind.  We will guide you into selecting a plan tailored to your specific situation. 

WHY DO YOU NEED A WILL?

  A will is a legal document designating the transfer of your property and assets after you die. Although creating a will is not a difficult process, a lot of persons die without one. If you die without a will, or intestate, the court steps in and ...