Most people want to pass on as much as they can to their beneficiaries. A proper estate plan ensures that your assets are distributed in the way that you want. An effective estate plan considers two areas; the financial component and the administrative component.

 

There are very few professionals who can provide you with all the products and services that you need to complete an estate plan. Accountants, lawyers and The Fournier Montgomery Group all play a role.

 

To give you general information on estate planning and some of the issues you need to consider, we offer our Practical Perspectives on Estate Planning Handbook. The handbook covers topics such as the estate planning process, powers of attorney, taxes at death, probate fees and a Getting Started worksheet.

 

For more information on estate planning or to request our Financial Planning series of educational handbooks, Please contact us today!

 

 The information contained on this website is for use by persons resident in Canada only.