Introduction

Estate planning is the process undertaken to protect your estate and insure that it is transferred in an orderly fashion. Estate planning prevents family disputes and allows you control even after you have passed on. The peace of mind you will get comes from the fact that you will be able to avoid undue hardship on your family and allow a greater portion of your wealth to flow to them by reducing legal, probate and executor fees.

Taxes are also a major component of estate planning and unless they are addressed before hand, they could spell financial disaster for your family. Estate planning will allow you to be remembered the way you want. To leave a legacy to the ones you love that reflects your wishes and gives purpose to what you've accomplished in your life. Without estate planning, that likely will not happen.

Table of Contents

1. What is Estate Planning?
2. Wills - Because Life Matters Even In Death
3. What Happens If I don’t have a will?
4. Do I need a Power of Attorney?
5. What is a Living Will?
6. In TRUSTS We Trust
7. A 'Family Conversation' on Estate Planning Can Strengthen Ties Between Boomers and Their Parents
8. Your Parents Need One Too! – That is An Executor
9. How Do I Reduce my Estate Taxes?

Download Your FREE E-Book for Estate Planning

Login now, or sign up for FREE membership to download you FREE E-Book!

Address:
200 North Service Rd W
Unit #1, Suite 420
Oakville, ON
L6M 2Y1