Estate Planning

What’s estate planning and do I need one?

Estate planning can be an often neglected part of financial planning. Yet, for many people, it can be one of the most important planning considerations for their family. The purpose is to plan for the effective enjoyment, ownership, management and disposition of your assets during your life, upon your death and after death. Fundamental to the process is the maximization of inheritance to heirs through the process of minimizing taxes, probate fees and other expenses. Thus, estate planning is the creation, preservation and conservation of wealth at the time of death.

It is vitally important that every individual review their estate plan and have, at the very minimum, an updated will. If nothing else, it will give you the peace of mind in knowing that your loved ones and the causes most important to you will be looked after. I would be happy to help you review your plan in order to protect your assets and to ensure you are in control of all that you have worked for and accumulated in your life.

 


 

Tanya Wilson, BBA, CFP, FCSI, CIM
Portfolio Manager & Certified Financial Advisor