Estate

Here is a warm and fuzzy thought to consider.  We are all going to die.  Isn’t that a comforting thought?  Sarcasm aside, estate planning is an issue we all have to confront at some time.  And considering that fact that we do not know when our number will be called, the time is NOW to start planning.

For so many reasons, estate planning is critical to a complete financial plan.  When needed, we will work with additional professionals to ensure no stone is left uncovered.  Here are a few estate issues to consider:

Do we have our wills completed and are they up to date?
Do we have a completed power of attorney?
Do we have the need for a living will?
Is a trust something we should consider for our kids, charity or foundation?
Have we made arrangements for the intergenerational transfer of our business?
Have we considered how to reduce or eliminate fees and/or taxes?

The time is NOW to start planning.  The clock is ticking…

  • Matt

    Matt Bedrosian, CFP, FMA, FCSI
    Wealth Advisor
    Tel: (905) 321-9868
    (800) 265-7416
    Fax: (905) 688-9722
    matt_bedrosian@scotiamcleod.com

    Matt has been providing financial advice and investment solutions to his clients since 1998. His focus is establishing life-long client relationships by listening and responding to client needs. Matt shares a diverse understanding of capital markets and financial planning concepts. Committed to ongoing education, he has attained the Certified Financial Planner designation, the Financial Management Advisor designation and is a Fellow of the Canadian Securities Institute.

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