Estate Planning

What is Estate Planning? 

Estate planning involves planning for how an individual’s assets will be cared for, managed, and distributed after death. It also takes into consideration the management of an individual’s property and financial obligations in the event that they become incapacitated. 

What makes up an Estate?

Assets that could make up an individual’s estate include houses, cottages, rental properties, cars, investments (stocks, bonds, mutual funds), paintings, jewelry, life insurance, pensions and debt.  

Why is Estate Planning Important? 

There are various reasons for planning an estate, such as preserving family wealth, providing for surviving spouse and children, or leaving a legacy to an important charitable cause. A properly planned estate strategy can help you:

  • Minimize possible disputes between beneficiaries
  • Reduce current and future taxes liabilities 
  • Minimize potential government and court interference
  • Provide for business succession or continuity

Educational Seminar

Estate Planning and the

Role of the Executor

Thursday, September 26, 2019

Glen Oaks Reception Centre, 

3164 Ninth Line, Oakville, ON, L6H 7A8

You and your intended executor are invited to join us for this informative presentation and dialogue.

Find out more