A Will is an essential part of your Estate Plan.
The Angus Reid Institute surveyed Canandians and found that more than 50% of us don’t have a Will and nearly another 15% say their Will is out of date.
We know the difficulties that arise if someone we love passes away without a proper Will.
We help clients to provide a list of their financial assets. As well, we discuss features of your accounts that may have potential estate advantages such as named beneficiaries. But this is not a substitute for professional advice regarding your estate.
We do not provide Estate Planning. However, we strongly encourage you to seek advice from a qualified professional to make sure you have an up-to-date Estate Plan.
Here is a link to a helpful Estate Planning checklist:
Your CommonWealthTeam
