Products and Services

Estate Planning in the Vancouver area
Our estate planning services are available across Canada, including Ottawa, Calgary, Quebec, Newfoundland, Vancouver and Toronto

Estate Planning Checklist: What to Include

• Visit a financial advisor to assess your financial situation and identify any issue that need you attention.
• Calculate your debts and assets to determine your net worth and find out whether or not you'll have sufficient funds t support your lifestyle after retirement.
• Review your insurance needs and decide whether or not to continue paying for life insurance, or whether you want to buy critical illness or long-tern care insurance.
• Make sure you Will and any powers of attorney are up to date.
• Review the named beneficiaries on all policies and documents and make any changes you feel are necessary.
• Estimate how much tax will be payable by your estate after your death and decide how you want to cover that expense – for instance, by buying a life insurance policy.
• Investigate the financial and emotional benefits of preplanning and prepaying your funeral.

For the full article, click here (PDF format)