Estate Protection
Secure your legacy and pass on your wealth without hassle
What is estate protection?
Estate protection is a way to know your hard-earned legacy will be passed on to the people and causes you care about. It helps you protect and potentially grow your wealth, secure a smooth estate transition and avoid unnecessary fees in the process.
Plan to Market
Holisticly predominate extensible testing procedures for reliable supply chains. Dramatically maintain clicks-and-mortar solutions without functional solutions
Market to Growth
Podcasting operational change management inside of workflows to establish a framework. Taking indicators offline to maximise the long tail.
Vision to Plan
Completely synergize resource taxing relationships via premier niche markets. Dramatically maintain clicks-and-mortar solutions without functional solutions
How does it help you?
Estate Protection policy guarantees that 100% of the money you’ve put into it will go directly to your beneficiaries after your death. You can add it as part of your estate plan when you create one.
• You choose who receives the money and how its divided
• While your money is in the market it has growth potential
• After your death it goes directly to the people you chose
• It’s private because it doesn’t flow through the estate
• You can save on fees that are part of settling an estate
• You choose who receives the money and how its divided
• While your money is in the market it has growth potential
• After your death it goes directly to the people you chose
• It’s private because it doesn’t flow through the estate
• You can save on fees that are part of settling an estate
What are you protecting your estate from?
The actual amount of money your family or charity of choice receives after your death depends fully on the fees, taxes, and handling charges for its transfer. Here’s what might chip away at your investment without protection:
• Market drop losses
• Estate taxes
• Executor fees
• Deferred sales, charges
• Legal and accounting fees
• Market drop losses
• Estate taxes
• Executor fees
• Deferred sales, charges
• Legal and accounting fees
Ready to retire? Turn savings into income.
Your retirement income comes in many forms. You may have a guaranteed income from work, Canadian (or Quebec) Pension Plan, old age security and your own savings. We can help make sure that what you have is enough for the life you want, and the money you invested is available if you need it.
