A will is a legally binding document that designates an executor to administer the estate, outlines the distribution of assets and liabilities, and expresses specific wishes, ensuring a clear and orderly succession plan.
Broadly, a letter of direction provides instructions and guidance to a recipient. In cases of a deceased person, the executor may use such letters as documentation to substantiate their authority and decisions.
Imagine being incapacitated, in a coma, or facing a debilitating illness. Who manages your finances or assets? A Power of Attorney grants authority to a trusted person, ensuring your affairs are handled according to your wishes.
Universal Life Insurance offers flexibility by allowing adjustments to coverage, deposits, and investment choices based on evolving needs. Monthly deposits are applied to the policy, providing adaptability to changing circumstances.
Commonly perceived as a concern for the wealthy, estate planning is essential for everyone. Families often face surprises when a deceased loved one lacks a will, prompting provincial intervention in asset distribution.
Taxes are an inescapable reality for every Canadian, impacting aspects such as income, purchases, real estate ownership, investments, business operations, and estate transfers. Life is filled with significant taxable consequences.
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