BUILDING AN ENDURING PLAN FOR A LASTING LEGACY

Who needs estate planning? Well, the answer is everyone. With estate planning, you can create a legacy that will reflect your whole life.

Unlike many of our fellow practitioners who focus only on your present concerns, we look at your living legacy that can be passed to your successors and the charities you hold dearest. Creating an estate plan to govern the administration of your assets after you are gone will give you peace of mind that your loved ones and the causes you care about will be looked after.

How is this possible? Cadence Financial Group offers its clients estate planning in Vancouver, White Rock and the Okanagan. We are committed to helping you save and preserve your hard-earned money, and to helping you leave it to the people and charities that are most important to you. We will also help you avoid potential pitfalls of future plans.

Our dedication to helping you means that we will work with other industry professionals such as lawyers, accountants and our internal financial planning team to ensure you have the right plan in place.

With estate planning, you will be able to control the distribution of your assets. In the meantime, our estate planning team will help protect those assets. With our help, you will have certainty and control over everything you have worked for and accumulated in your life.

  • Protect Your Legacy

    With a Trust in place, you will have peace of mind. For example “alter ego” trusts are set up during your lifetime after you reach the age of 65. Transferring your wealth to a trust can provide future creditor protection and avoid probate fees as well as other costs.

    With a trust in place, you will know exactly what will happen to your estate.

  • Strengthen Your Legacy

    Everyone needs an estate plan…unless you want to leave your family and friends with a mess to clean up after you’re gone. Although your plan will take some serious thinking and planning on your part, it doesn’t need to be a complicated, time-consuming or expensive responsibility.

    If you are unsure of how to start this exercise, we are here to help.  After you’ve decided what the distribution of your assets at death will look like, and your plan is complete, our team is committed to help protect your capital when until the time comes.

Please note that other Raymond James personnel are in the photographs above, not just the Cadence team.