If you have assets and liabilities, you should have an estate plan.
Estate planning gives you the opportunity to make sure that those who depend on you have the resources they need to carry on.
You can minimize taxes, ensuring that your wealth goes to your heirs, and not the government.
You can ensure that your affairs are settled according to your wishes.
Ask us about our Hatch Muir Estate Organizer - Contact Us
Divorced & blended families
Families with disabled dependents
Families responsible for care of elderly relatives
Citizenship outside of Canada
Assets in foreign jurisdictions
Up-to-date will, power of attorney, and representation agreement or advance directive to your physician
Selected an executor for your estate
Selected a guardian for minor children or other dependents
Adequate funds to support dependents
Funds available to pay off debts and obligations
Liquid assets to pay taxes and other costs of settling your estate
Specified your funeral wishes
Marriage or divorce
Birth of a child or grandchild
Death of your spouse, other heir, or executor
Acquisition of foreign property
Change in province or country of residence
Receipt of an inheritance
Significant change in your financial situation
Retirement or job loss
Occurrence of serious illness or disability
Starting or selling your business
Changes in legislation that affect estate planning
If you do not have a lawyer, please contact us and we will be pleased to refer you to one
Robin Muir, CFP®, CLU®, CH.F.C.