Less than half of the Canadian adult population even have a Will in place. Every Canadian should have a comprehensive and individualized plan to take charge of ones personal, financial, family, health and tax concerns. Basic considerations that need to be dealt with:
• income tax and estate tax implications
• a pre-planned funeral
• review of retirement plans
• life insurance options
• benefits of trusts
• planned giving and charitable bequests
• nursing home choices
Individually these items are:
• time consuming and
• very expensive
Not to mention:
• Have you selected the right advisor
• do they understand your circumstances?
ProContinum Estate and Trust Planning Services, can help. ProContinum is here to provide sound information, professional advise and assistance if required. We are here to help.