It’s not a fun topic to discuss, but estate planning is a necessary part of your financial checklist. If you were to die prematurely or become incapacitated and you don’t have your financial affairs organized, you could potentially leave your family with a mess to sort out. Taking care of your estate will ensure that your money stays in the family and not in the hands of the taxman.
Our team can help navigate you through the following essential steps of estate planning:
- Discuss the need for an up-to-date will
- Discuss the need for an up-to-date Power of Attorney for property
- Review and, if necessary, update your beneficiaries for your investments and insurance policies
Call Hugh at 905.640.9034 to learn more about how we can assist with your own estate.