Estate Planning

Secure your legacy
for generations to come

A proper estate plan gives your family clarity, reduces taxes and delays, and ensures your wishes are honoured exactly as intended.

Estate planning is one of the most important steps in your financial plan. Done well, it helps your loved ones avoid an expensive, time-consuming process after you pass away — and gives you peace of mind today.

An estate plan can also help you:

Ensure the desired distribution of your assets
Minimise taxes, expenses, and unnecessary delays
Appoint guardians to care for your children
Provide financial security for your family
Make provisions in case you become incapacitated

Three things to consider first

Estate Planning Checklist

Use our 4-step checklist to get started with creating your estate plan — from taking inventory to putting the plan into action.

View checklist →

Choosing an Attorney

Estate laws vary by state. Consult an experienced attorney and know exactly what to ask before engaging one.

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Understanding Estate Taxes

Estate taxes can erode up to half your estate principal. Learn the strategies that preserve more of your assets for your heirs.