Estate planning: An Important Financial Plan

It’s time to make a plan – your retirement income is to important to leave to chance.

When it comes to financial planning, retirement is the first thing we all think of. It’s our big reward for years of working, saving and investing for the future. But retirement planning is only one part of any financial plan. Estate planning is just as important as the retirement plan because it impacts your loved ones. It’s a way of planning your last wishes and leaving a lasting legacy.

No one wants to think about passing away or imagine the consequences for our loved ones. Yet there is no other way to ease what we can expect will be a difficult time, and to continue providing guidance and financial support to those that matter.

If you own a house, a business, have a guaranteed pension income, investment assets or life insurance benefits you should plan for what happens to these when you are gone. If you have debts, estate planning is all the more important to ensure those you leave behind are not left with the burden of them.

Leaving Your Legacy with Expert Estate Planning is an eBook that will walk you through estate planning. It will help answer these questions:

  • What is estate planning?
  • Why you need it?
  • What are the steps to establishing an estate plan?
  • What expert advice will you need?

Answering these questions will remove the uncertainty and allow you to develop a clear vision of the legacy you want to leave behind, not to mention a strong strategy to maximize its value. Please take the time to read the eBook, and then give us a call and we can help guide you in putting together your own estate plan.