Planning for the future is a corner stone of our corporate mission
statement. The plans you put into place now will protect your family's
financial interests, give you the peace of mind that your future wishes
will be fulfilled, ensure that challenged love ones are supported, and
provide you with the optimum in tax deferment and savings. Thus, many
issues need to be addressed:
- Have you investigated the benefits of Trusts? Alter-Ego, Joint
Spousal, Henson, Charitable Remainder, etc.? Each is truly unique and
could be just the option you are looking for.
- Charitable Giving is a major issue for many of us. How do you
maximize the benefit to your favourite organizations while at the same
time taking advantage of tax incentives available to us all? Look into
Charitable Annuities, Charitable Trusts, Gifting, higher rate fixed
instruments, etc.
- Pre-Planning your Funeral arrangements is an excellent idea but one
a lot of us shy away from. Understandably because none of us wants to
admit to our mortality. The reality is it makes really good sense, you
know your wishes will be fulfilled, you lift a major burden from your
loved ones, you pay using today's dollars, etc.
Look at the way your estate assets are structured, are you taking
advantage of all of the investment and tax options available to you?
For information on these and any other issues, contact ProContinum Estate and Trust Planning Services. |
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