It's simple. Take what you have and decide where it goes after you leave. Why do an estate plan? Without one, things can get complicated (and expensive) and your loved ones may not get what you intend.
Doing a proper estate plan really comes down to these simple steps:
- Pick your team of professionals
- List what you own and what you owe
- Get a will
- Draft Powers of Attorney for property and personal care
- Take a look at your tax bill at death
- Keep good records – tell someone
- Review and update
Simple? Yes, with our help.
More importantly, it will keep things uncomplicated for those you care about most of all.
Click through for a summary from our Estate Planning Seminar.
All non-securities related business conducted by John Booth or Mark Orr is not in the capacity of an employee or agent of ACPI and is not covered by the Canadian Investor Protection Fund (CIPF). Non-securities related business includes, without limitation, advising in or selling any type of insurance product, estate planning service and tax planning/preparation service. Accordingly, ACPI is not liable and/or responsible for any non-securities related business conducted by John Booth or Mark Orr.