Estate Planning

Overview of Estate Planning

Estate planning is the act of ensuring that your assets are distributed in the manner in which you desire. Without a proper estate plan, it may be possible that your wishes will not be carried out as you would like.

I can work with you to uncover and resolve any issues that might affect you, such as:

Integrated Estate and Retirement Planning

Your estate plan and retirement plan should be considered together. If you intend to leave at least some wealth to your beneficiaries, there are opportunities to enhance both your retirement income and estate by significantly reducing taxes through strategic planning.

Estate Planning for Business Owners and Incorporated Professionals

Distributing Retained Earnings

If you have a business with retained earnings, you can arrange for a distribution to your estate which will attract little or no tax.

Partnerships and Corporations

If your partnership interest or shares in a corporation need to be sold upon your death, you can arrange for this to happen in a tax effective manner and be sure your partners or corporation will have the funds to purchase your interest.

Upcoming Seminars

Don't Let Long Term Care Costs Unravel Your Retirement

Wed June 4, 2008

Waddling Dog Inn, Central Saanich

Does your financial plan account for the potentially high costs of long-term care for yourself, your spouse or your parent?

If you are unsure, then you must attend this valuable, informative seminar by Doug Ransom, CFP, Wealth Advisor at ScotiaMcLeod, with guest speaker Stacey Forrester, Nursing Manager from Classic Caregivers. Learn how you can protect your retirement lifestyle and avoid becoming a financial burden to your children.

Call Harlene Prach at 389-2163 to reserve your seat

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