Whether your assets are big or small, you should have an estate plan. We broke down the what, why, and how in this e-book to help make estate planning easier to understand. Download e-book
15 March, 2021 Estate planning
Estate Planning: First Steps
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Our e-book highlights the various tools and strategies you can use to protect, build, and preserve your assets, so your loved ones will receive the legacy you intend to leave them.
A will and estate plan organizes your affairs and manages your assets tax efficiently in the event of incapacity or death. Yet half of Canadians (51%) say they have no will in place, while only a third (35%) say they have one that’s up to date.
Expert Estate Planning: Leaving a Lasting Legacy is an eBook that will walk you through estate planning. Starting with what is estate planning and why it’s important.