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Your Estate
Looking INto the future
When your family's future is at stake, make sure you have the best team in place to care for the entire scope of your family's wealth concerns.
In addition to our office's provision of sound financial guidance, we have assembled peripheral experts in order to provide a fully integrated approach that leaves no stone unturned. Your estate plan is augmented by specialized legal, financial, and tax advice, key to ensuring your needs are met and your plan is complete.
Estate strategies provide for your loved ones
Your estate plan sets out how you want your assets distributed after your death, so that your beneficiaries receive the greatest benefit possible. It also helps ensure that your specific wishes for your estate are carried out. There are many different strategies and tools that we employ when creating estate plans for clients, dependent upon the nature of their specific situation.
Trusts
A very common and beneficial tool in estate planning is a Trust. Trusts can be a bit complicated by nature, particularly in how they're structured. If not created correctly, a Trust can be rendered ineffective. For that reason, we rely on one of our legal experts Nick Smith, of Legacy Tax & Trust Lawyers. Legacy Tax & Trust Lawyers practice exclusively in the areas of tax (domestic and international), estate planning, trusts, charities, charitable giving, pensions and other employment benefits and related litigation.
Nick has consistently provided our clients with superior advice and formal estate and trust arrangements. He relates in laymen's terms, ensuring our clients understand exactly what's involved.
Trusts can be used:
- for income splitting purposes
- to provide an income for your spouse
- for the care and maintenance of children
- to preserve estate property
- to retain control over assets
- to distribute capital in the manner you determine
We can help you create an effective estate plan, decrease your tax bill, and provide for the efficient transfer of your wealth to future generations. Email or call us today at 604-575-6911 (toll free 1-866-575-6911).
What is a Notary? And why might your family need one? Notaries are legal officers with specific judicial authority, appointed under authority of law with power to prepare and administer wills, powers of attorney, mortgages, and other legal documents. Of course, Notaries do much more than that, but these are the issues that we most often call upon our Notary Public to assist our clients with.
We have chosen to partner with Trish Fedewich, B.Comm., Notary Public, Fedewich & Witt in Cloverdale. This family business will celebrate their 31st anniversary in 2009. They provide an invaluable service to our community and our clients.
Have you a Will and Power of Attorney? Is Your Estate Plan Complete?
You've worked hard all your life, and accumulated significant wealth. Be sure you pass on your assets to your heirs in the manner you desire. Your Will and Power of Attorney are very crucial components of your Estate Plan. If you don't have these documents in place, we should talk.
Your Will - Information You Should Be Aware Of and What Can Happen Without One
Learn What Probate Is, How Costly It Can Be, and How You Can Avoid It
Preserve Your Estate For Your Heirs
RRSPs - What Happens When I Pass Away?
Inter Vivos Trusts - How They Work
Do you have questions about your Estate, Will, or Power of Attorney?
Email your questions and get the answers you need.
CONTACT US:
For more information on how you can benefit from the experience of the LaLiberté Investment Team professionals, contact Jennifer Moulder, Associate Investment Advisor by email or call 604-575-6911 (toll free 1-866-575-6911).
If you wish to contact a specific team member directly, please see our webpage titled �Our Team� for more information.
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The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of DundeeWealth Inc., its subsidiaries, or its affiliates, including, but not limited to Dundee Securities Corporation, Dundee Private Investors Inc., Dundee Private Investors Ltd., Dundee Insurance Agency Ltd., and Dundee Mortgage Services. This website is not deemed to be used as a solicitation in a jurisdiction where this Dundee representative is not registered. |
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