(905)962-7797 g.lord@safeguard-ltd.com

Estate Planning

WHY IS ESTATE PLANNING IMPORTANT?

Estate Planning

Who

  • Age 65 and over
  • Increased Net Worth
  • No longer working or working part time

Priorities

  • Mortgage is paid off
  • Little to no debt
  • Staying on budget
  • Living off savings
  • Reducing income tax
  • Taking care of the “What-ifs?”
  • Long Term Care
  • Premature Death
  • Make a will
  • Consider powers of attorneys
  • Making sure health insurance is adequate
  • Estate Planning

LEARN MORE

Latest News

Help for Small/Medium Businesses & Entrepreneurs – 75% wage subsidy, $40,000 interest-free loan & more

Mar 27, 2020

March 27, 2019 - Prime Minister Justin Trudeau announced programs and measures focused on helping Small & Medium Sized Businesses and Entrepreneurs cope with the economic consequences caused by the COVID-19 pandemic. “With these new measures, our hope is that employers being pushed to laying off people due to COVID-19 will think again,” Trudeau said. “And for those of you who have already had to lay off workers, we hope you will re-hire them.”

Canada Emergency Response Benefit to help workers and businesses

Mar 25, 2020

$2,000/month for 4 months - Canada Emergency Response Benefit to help workers and businesses

How to apply for EI benefits for COVID-19 quarantines and other support programs

Mar 20, 2020

Employment Insurance (EI) sickness benefits provide up to 15 weeks of income replacement and is available to eligible claimants who are unable to work because of illness, injury or quarantine, to allow them time to restore their health and return to work. Canadians quarantined can apply for Employment Insurance (EI) sickness benefits.

Support for Business Owners and Employees Covid 19

Mar 19, 2020

We know that clients have questions about the Federal government's economic response plan, we have included a summary of the information below specifically for business owners and employees.

Life Stages