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Investment Services: Estate Planning
What is Estate Planning?
Estate planning is the "art" of dying neatly.
Consider some potential problems:
The cash required to pay income taxes, capital gains taxes, probate fees,
legal and accounting fees, funeral expenses, not to mention outstanding
debts, can be a significant drain on your estate.
In addition, you may wish to provide an ongoing income to your family,
pay for education expenses for children or grandchildren, or leave a bequest
for your church or favourite charity.
The Goal?
The goal of estate planning is to:
- minimize tax
- provide liquidity
Estate Planning Involves:
- determining your estate planning objectives
- analyzing your existing
assets and liabilities
- estimating the capital gains taxes, income taxes,
probate fees and other charges arising at death
- reviewing your will to
ensure that the distribution of your estate will be consistent with
your objectives
- reviewing and updating your life insurance program to ensure
that sufficient liquidity will be available at death for expenses
arising at
death as well as for your family's needs (or business)
- reviewing tax
planning opportunities available to minimize taxes during life
and at death
For additional information about
estate planning, call or email us today!
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