Estate Planning

Estate Planning parallels your retirement and investment strategy. The most frequently asked question in this type of planning is,

"Now that we have built up a sizable estate, how do we keep the government from taking our hard earned dollars so we can pass more onto our family?"

Cash flow, debt and investment management programs
Individual and Family Estate Plans
Estate Conservation and Intergenerational transfers
Charitable giving
Strategies for effective use of corporations, trusts, insurance products, registered and non-registered accounts and numerous other investment products
Insurance products and services are provided through Assante Estate and Insurance Services Inc.

Financial Calculators

Estate Planning PDF Downloads

Death and taxes
Estate Planning Record Keeper
Executor Checklist
Probate planning to minimize estate costs
More...

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