Personal insurance

Estate Planning

Estate Planning is the use and distribution of one's estate during lifetime and after death, and is consistent with his or her goals and desires.

The most common goals in Estate Planning are:

To maximize after-tax income both during life and after death.
To achieve the greatest possible buildup of assets.
To direct how these assets will be distributed to the intended
beneficiary(ies) in the most effective way possible.
To minimize income tax paid both during life and after death

Did you know?

Without proper advanced planning, Canada Customs and Revenue Agency may be a major beneficiary (upwards of 50%) of the registered assets in your estate?

Let's discuss how we can help you ensure that your estate is distributed
according to your wishes.

	home about us personal business general custom programs Buy On Line contact us Personal insurance Estate Planning Estate Planning is the use and distribution of one's estate during lifetime and after death, and is consistent with his or her goals and desires. The most common goals in Estate Planning are: To maximize after-tax income both during life and after death. To achieve the greatest possible buildup of assets. To direct how these assets will be distributed to the intended beneficiary(ies) in the most effective way possible. To minimize income tax paid both during life and after death *Did you know?* Without proper advanced planning, Canada Customs and Revenue Agency may be a major beneficiary (upwards of 50%) of the registered assets in your estate? Let's discuss how we can help you ensure that your estate is distributed according to your wishes. Life (Term & Permanent) Mortgage Insurance Disability Income Replacement Critical Illness Estate Planning RESP RRSP & Pension Plans Long Term Care © 2010 Financial Independence. All rights reserved.