Insurance and Estate Tools
  
Planning for the future involves considering a variety of strategies in order to ensure continued income for yourself, your business and your family. Without a systematic, disciplined and comprehensive strategy, your own and your family's lifestyle and standard of living could be at risk.
At DundeeWealth, we're proud to make a complete portfolio of insurance solutions available to you, to help you achieve the best in insurance flexibility and protection.
These products include:
Insurance transfers a specific financial risk to an insurance company. Before purchasing any insurance product it is important to determine how much risk you are willing and able to sustain, and how much you wish to transfer. Together we will work through a process to assist you in determining the optimal coverage for you.
Business Insurance Process
5 Steps to the Right Insurance Coverage
Estate Planning Tools
Estate Planning - 10 Simple Steps
Why do I need a will?
Will Planning Workbook
Power of Attorney
Executor Duties Checklist
Donating to Charity � Charities play an important role in society. As a result, tax incentives have been created to encourage gifts by individuals and corporations to registered charities.
Understanding Probate � Understanding probate and how it is calculated can be useful in developing a thorough estate plan. While probate reduction may not necessarily be a focus of estate planning, consideration for the allowable exemptions and reductions could be quite worthwhile.
Estate Planning with Intervivos Trusts � An inter vivos trust (created during your lifetime) can help distribute assets while you are living rather than through a will.
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