Planning your approach to preserving and distributing the wealth you have accumulated after your passing can be a stressful, confusing, and highly emotional experience. Give yourself peace of mind by allowing our highly-trained estate and trust specialists to guide you through this important process. No matter what stage of the planning process you are in, we are here to help.
If you are in the process of planning your estate or trust, or you are executing a plan for someone else, we will support and guide you every step of the way. Our knowledgeable professionals know how to minimize taxes and optimize your distribution plan to maximize the wealth distributed to your beneficiaries. Preserving your legacy is our top priority.
This is a comprehensive process that is designed to ensure that one’s assets are distributed to their beneficiaries upon death. Typically, estate planning focuses on ensuring that a person’s surviving loved ones are cared for after their passing and that assets are transferred to intended beneficiaries in accordance with the deceased’s wishes.
Effective estate planning is typically used to minimize taxes without compromising the deceased’s wishes. At the best of times, talking about death is difficult. The more trust and communication there is between all parties involved, the better the result.
We will guide you through the following considerations:
When we bring up the subject of estate planning with clients, we do so from a high-level perspective. This discussion almost always leads to a more thorough examination and a series of sessions devoted to this aspect of planning, some of which will include other experts such as accountants and lawyers.
The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document. Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Wealth (WAPW), Wellington-Altus Private Counsel Inc. (WAPC), Wellington-Altus Insurance Inc. (WAII) and Wellington-Altus USA. Wellington-Altus (WA) does not guarantee the accuracy or completeness of the information contained herein, nor does WA assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact your financial advisor. WAPW is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.
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