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As mentioned in previous blogs, having a will is one way to get started on estate planning. So what is a will? A will is a legal document that says how you want your estate to be divided once you die. Your estate will include your assets and your liabilities. Why is it important to have a will? A will is not a legally required document. But if you don’t have a will, the laws in your province or territory will determine how your estate will be divided. And as mentioned on last week’s blog, the big problem with this is...
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How do you get started with Estate Planning? First off, getting started with your estate planning involves a lot of details and can be quite difficult so ensure that you seek assistance from a trusted financial advisor. To start the process, you will need to review two things: - Your assets and liabilities – you will need to take an inventory of your assets and liabilities so you have a clear picture of what is in your estate. Remember to work with your financial advisor to know what the after-tax value of your estate may be. - Your family’s needs to...
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This month, we will be focusing most of our blogs on Estate Planning. In partnership with Keith Durling, Veteran Financial Advisor and 2-time President’s Cup Team Member with Investors Group Financial Services Inc., we will share with you what you need to know about Estate Planning. For starters, let’s take a look at what Estate Planning is. Estate planning is the process by which an individual plans to pass on his or her wealth, including investments and life insurance, upon death to a chosen person ( The main goals of estate planning are as follows:- To preserve / enhance / maximize...
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