Estate Planning Information
Estate planning encompasses the growth, conservation, and transfer of an individual’s wealth through the creation and maintenance of an “estate plan.” The purpose of estate planning is to develop a strategy that will maintain the financial security of individuals through their lifetime and facilitate the intended transfer of their property and assets at death, while taking into consideration the unique circumstances of the family and the potential costs of different methods.
All too often, we hear:
- "I'm too young to do estate planning."
- "All my property is titled in joint tenancy with my spouse so I don't need a will."
- "Estate planning is only for the super-rich."
- "Estate planning is too complicated and expensive."
- "Doesn't the government provide for that?"
- "We did our wills right after we got married 30 years ago and see no need for further planning."
If you seek advice and guidance with regard to your estate planning needs, please view our website and search for a the type of member that meets your needs. As an alternative, you can search for an Accredited Estate Planner® (AEP®) or Estate Planning Law Specialist (EPLS) designation holder in your area on the National Association of Estate Planners & Councils website.
Featured ArticlesVictoria HarbourCats give away funeral to lucky fan
The team is giving away a End of Life package including will planning, ... will provide a comprehensive and complimentary retirement or estate plan, ...Feds crack down on commuted value IPPs
Doug Carroll, practice lead for tax, estate and financial planning at Meridian Credit ... Every day, get the financial news that matters in your inbox.Five new ways to save on your taxes in the Federal Budget
Under the federal home buyers' plan (HBP), first-time home buyers can ... Finally, if you get your news online (and actually pay for it!), the budget has ... Tax & Estate Planning with CIBC Financial Planning & Advice Group in Toronto.Liberals offer relief to RDSP holders who lose DTC eligibility
The federal government is proposing to remove the limitation on the period of time that a Registered Disability Savings Plan (RDSP) may remain open ...Daughter to lose home after mother's death due to money owed to TennCare for nursing home care
Attorney Tim Takacs explained that's how estate recovery works. ... Experts say the best way is through estate planning and it really needs to be done ...