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ESTATE PLANNING


ESTATE PLANNING


WHAT IS AN ESTATE PLAN?

An estate plan is more of a checklist than a formal plan and all of my clients
will go through this process with me at some point.

The goal of an estate plan is to make sure that when a person passes away, their
assets are passed on to the people they want to leave them to, in a smooth and
tax efficient way. It is also meant to ensure that loved ones are protected from
financial instability through life insurance, when needed.

An estate plan will include a discussion around:

 * What will happen to my assets when I die?
 * Will my family have enough to carry on living with the same lifestyle?
 * Do I need life insurance?
 * Are my beneficiaries up to date? (Important to do after a death or divorce)
 * How do I divide my assets equally between my children?
 * How will capital gains affect the transfer of a family cottage?
 * In kind donations to manage capital gains.

The greatest gift you can give loved ones is an organized and well planned
estate. A good estate plan is easy to manage and will ensure your assets are
distributed to the people you intend to leave them to, in a tax efficient way.

Book a meeting with Frank

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17 Jerome Crescent
Brampton, ON L6S 2G9

P | 905-792-8112
M | 647-226-8921
F | 905-793-8599
E | frank@csrwealth.ca

         

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Financial tips delivered to you

 

Financial Advisors do not provide specific tax/legal advice and this information
should not be considered as such. You should always consult your tax/legal
advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role in financial planning, we may
recommend the purchase of specific investment or insurance products or accounts.
These product recommendations are not part of the financial plan and you are
under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges
(which may increase over time), and may contain restrictions, such as surrender
periods.

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