Stewart Financial Services

Being in Control of Your Estate

Estate Planning is about being in control. It is about making decisions today concerning your healthcare, your financial affairs and your assets that other people will follow in the future.

 

Proper Estate Planning will:

• Assess your personal, family and financial situation;
• Take into consideration your goals and desires for managing your future financial affairs, your future health care needs and for transferring your assets after death in a way that meets your goals in the most efficient and least expensive manner;
• Result in Estate Planning documents tailored to your specific needs that will provide you and your loved ones with security for the future.

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When you are gone, you want all your assets to go to the people you love and want to help. The problem is, in Canada it doesn't always work that way. When you die, unless you leave everything to your spouse, the tax laws deem that you have sold your assets. Your estate may have to pay taxes based on the deemed disposition of your assets, reducing the amount of money that goes to your loved ones and

favourite charity.

 

The Key is to Plan Carefully 

Protecting your estate requires careful planning and in-depth knowledge of family, estate and income tax laws so it is important to enlist the help of a lawyer, accountant as well as a financial advisor. Stewart Financial Services can support you to:

• Identify your goals;
• Identify strategies to help reduce estate taxes;
• Make charitable bequests;
• Update your Will and Power of Attorney.

Contact Stewart Financial Services for more information about Estate Planning opportunities to meet your current and future needs.