Start Planning Today
With Our Family Legacy Estate Guide
70%
of Canadians don't have an estate plan
52%
of Canadians don't have a Will
25%
of Canadians who don't have a Will say it's because they don't know where to start
A Step-By-Step Guide to Help You Get Started
Most life situations are easier to deal with when we plan ahead. This Family Legacy Estate Guide makes it simple to gather and store all your information when needed.
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What is estate planning?
Estate planning involves preparing for the transfer of your assets upon passing. Your estate, comprising money, life insurance, real estate, vehicles, personal belongings, and debts, can be managed through estate planning. This process also entails setting up provisions for financial and medical decisions in case you are unable to make them yourself.
Why do I need an estate plan?
By having an estate plan, you and your loved ones can find peace of mind. It ensures that your financial resources are secure for retirement and guarantees that your wishes regarding property distribution are meticulously handled posthumously. Moreover, this plan allows for decision-making on financial and health matters in case of mental or physical incapacity.
How will this guide help me?
This guide will introduce you to legacy planning (i.e. concepts and terminologies and why it's important), provide helpful resources and contact information, and will act as a document checklist for you to store your information (i.e. banking information, medical information, subscription services, etc.).
Any views or opinions expressed are solely those of the Representative and do not necessarily represent those of Oakwater Wealth Counsel or Harbourfront Wealth Management Inc. The information contained herein was obtained from sources believed to be reliable, however, the accuracy is not guaranteed. This information transmitted is intended to provide general guidance on matters of interest for the personal use of the viewer who accepts full responsibility for its use, and is not to be considered a definitive analysis of the law and factual situation of any particular individual or entity. As such, it should not be used as a substitute for consultation with a professional accounting, tax, legal or other professional advisor. Prior to making any decision or taking any action, you should consult with a professional advisor.