Legacy Planning

Some may call it estate planning, we prefer to consider it legacy planning. The bottom line is that if you have assets that will be passed onto a future generation, understanding how to pass those assets along best with regards to taxes, cash flows and probate considerations can help to provide you with piece of mind that what you want to happen will indeed happen.

Strategies such as Estate Freezes, Estate Bonds, Testamentary Trusts and Annuities can make a huge difference in not only the amount of money that makes it to the next generation, but also in terms of personal pride in that proper legacy planning allows one to know with certainty how their assets will be distributed upon their passing.

We have seen so many cases where little to no legacy planning has resulted in vast amounts of unnessary taxes being paid, frustrations within surviving family members in regards to have funds are to be used and the hassles that are left behind for the surviving generation.

Make sure that all your hard earned assets makes it to the next generation the way you intended it too – call us to review all your options.

* Offered through Canaccord Estate Planning Services Ltd.