A well thought out will is one part of things and smart estate planning is the other. Advanced estate planning uses your will as the jumping-off point and then delves deeper into matters, making things as easy as possible for those you love and ensuring you can leave a legacy behind that makes you proud.

Estate planning can help you:

  • Minimize income tax on and after death

  • Minimize probate costs

  • Support your succession plan for your farm

  • Plan in advance for disabled children

  • Plan for foreign-owned assets

  • Put in place Alter Ego / Joint Partner trusts

  • Include charitable foundations in your planned giving

Next Step

Mark Complete for what you need to consider when you’re thinking about your will