BUILDING AN ENDURING PLAN FOR A LASTING LEGACY

Creating your legacy and leaving your mark

One of the greatest rewards of wealth is being able to share it with others. You've taken care of your own needs and wants, but it takes prudence and planning to make sure your loved ones and favourite charities last for generations. Having an estate plan to control the distribution of your assets benefits you, your family and the causes you care about and can help you mitigate potential pitfalls in the future.

We have the resources to customize a plan that not only protects your assets but also helps you share your wealth with the people and charities you care about most.

  • Strengthen Your Legacy

    Who needs an estate plan? The short answer is everyone. But creating a legacy that reflects your whole life - who you are and what you've accomplished - doesn't have to be a morbid task.

    It can be life-affirming to preserve your family values and ensure your assets go to those closest to you and in accordance with your wishes. And perhaps the most vital aspect of estate planning is communicating your wishes with your loved ones and making sure they are thoroughly and accurately documented.

    Every estate plan should include these legal documents:

    • A Will
    • A Power of Attorney for Financial Affairs
    • A Power of Attorney for Medical Decisions or Living Will/Directive
  • Protect Your Legacy

    Establishing a trust within your overall estate plan provides the certainty and control over all you've worked for and accumulated during your lifetime, regardless of asset level.

    Trusts give you the confidence of knowing what will happen to your estate, can potentially exclude probate, a lengthy and expensive process, and can avoid the judicial appointment of a guardian in the event of incapacity. Some provide for long-term care or education for children or grandchildren; while others can provide for a favourite charity.

Investing involves risk and you may incur a profit or loss regardless of strategy selected.