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What is Estate Planning? | Erica Lee

“Estate Planning” — lots of people have heard the term, but not many know what it actually is! Estate planning consists of things you can do today, while you’re living, so you can determine what will happen when you’re no longer here. 

Having a will is probably the most critical part of estate planning, this outlines your wishes and who you would like to be in charge of making sure those wishes become reality. 

Minimizing the taxes you have to pay on death is at the top of the list for most of my clients. Using insurance to “prepay your taxes” can save you and your family A LOT of $$!

There a lot of tools available to Canadians to help them with their estate planning and minimizing taxes. Don’t let another day pass, sit down with a professional so you can ensure everything you work hard for today is PROTECTED tomorrow.

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