Knowing that your money is going to the family, friends or charities of your choosing after your death is important for many individuals. Reducing your income tax obligations of the estate and having a smooth transition of funds to the next generation is also top-of-mind. Delays in payouts, probate and income taxes can have a negative impact on your family, leaving them to pay bills and debts with their own money.
Different investment products have the ability to pass money onto your beneficiaries and exclude probate. This added advantage means that your estate could pay less taxes and the money is in your beneficiaries’ hands sooner.
Comprehensive cross-section of services, customized for you.
Begin investing or reviewing current investments to achieve your long-term or short-term objectives.
Reviewing or creating a detailed savings and investment strategy to achieve well-being and security over the long term.
Reviewing and determining your retirement goals and the actions required to achieve them.
Implementing or reviewing your current life insurance and living benefits needs to reduce your financial risks with premature death, illness, or injury.
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