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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

Retirement Planning for Business Owners

Nov 01, 2019

Retirement planning can be a complex process for us all, but if you are the owner of a small business it may can get even more complicated, due to the various factors and circumstances that you have to take into consideration. A common mistake made by small business owners is reinvesting extra money to grow their business, at the expense of putting it aside to save for their retirement.

Financial Planning for Business Owners

Oct 01, 2019

Financial Planning for business owners is often two-sided: personal financial planning and planning for the business. Business owners have access to a lot of financial tools that employees don't have access to; this is a great advantage, however it can be overwhelming too. A financial plan can relieve this. A financial plan looks at where you are today and where you want to go. It determines your short, medium and long term financial goals and how you can reach them. For you, personally and for your business.

Investing as a Business Owner

Sep 01, 2019

Many business owners have built up earnings in their corporation and are looking for tax efficient ways to pull the earnings out to achieve their personal and business financial goals. We outline the factors to consider when investing as a corporation.

Life Stages