MGN: Money Guy Now
Estate Planning

Estate Planning

Virtual Estate Planning Meeting

Estate planning involves organizing your affairs to ensure a smooth transfer of assets upon your death. A comprehensive and well-coordinated estate plan can be tailored to your financial objectives. Even for smaller estates, the costs and delays of probate can have devastating consequences.

  • Should you transfer assets to my children now or in the future?
  • How do you make a plan for the family cottage?
  • What is a power of attorney for personal care?
  • What assets will pass through your will?
  • What is a power attorney for property?
  • What beneficiaries should you name?
  • How do you minimize probate fees?
  • Should you have a will?