The topic of mortality is never easy … but having a plan should be. With the right advisor and a customized plan, your loved ones will be assisted and supported during a difficult and stressful time. A comprehensive plan will ensure that your wishes are realized in the event you become incapacitated or succumb to death. In the event you become incapacitated, having a living will and an Enduring Power of Attorney is critical in the event you cannot make decisions for yourself. Please consult a Lawyer or a Notary Public for your Last Will & Testament and the requisite legal advice.
What is an estate?
When you pass away, your assets become part of your estate. It could be as small as a few hundred dollars, or it could include a home (or two), or some additional property and assets – it could also include that secret million you’ve stashed away in your safety deposit box (just kidding…we don’t actually recommend storing cash in those things, but it is a good place for a will).
Planning an estate is challenging, but our Financial Planning Representatives can ‘uncomplicate’ the process, and also illuminate any tax implications. They can also provide you with a number of ways to shorten the delay that might occur for your heirs when receiving their inheritance.
What can a Financial Planning Representative do for you?
- Help you create a plan, giving your family peace of mind that everything is taken care of,
- Ensure all your wishes are fulfilled,
- Simplify the estate planning process,
- Highlight any tax requirements and consequences,
- Help shorten the time for which an heir receives an inheritance – they can also help you prolong this period, if that is what you wish.
Speak with a Financial Planning Representative today or book an appointment for more information about your estate plan.
Securities are offered through Qtrade Advisor, a division of Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.