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:
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.