MGN: Money Guy Now
Estate Planning

Estate Planning

Secure Your Legacy

Ambiguity leads to disputes. A clear plan ensures your wishes are known and minimizes stress and arguments among family members.

Unnecessary Taxes

Strategic estate planning can significantly reduce the taxes owed, preserving more of your hard-earned assets for your beneficiaries.

Frozen Assets

Without a proper plan, your estate can be tied up in the lengthy and expensive probate process, draining its value and delaying support for your family.

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 your 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?