ESTATE PLANNING

Across Canada, there have been a number of legislative changes to wills, estate and succession laws, as well as new family law legislation and court decisions in some provinces that could impact your estate plan. In light of these changes, it may be time to revisit your planning.

Even if there haven’t been any notable changes, we generally recommend that you review your will every three to five years to ensure it is up to date. If one or more of the following events has occurred since your will was prepared, you should consider reviewing your will with your legal advisors and updating it if necessary.
 

  • Marriage or common-law relationship
  • Birth or adoption of child
  • Marital breakdown
  • Death of an existing beneficiary 

 

Talk to your financial and legal advisors to ensure that your current circumstances and intentions are accurately reflected in your will.

 

 

 

 

 

Insurance products and services are provided through Assante Estate and Insurance Services Inc.