Legacy Plan

LEGACY PLANNING

Plan to Leave behind a meaningful legacy

No one lives forever. Design a personal legacy plan that looks after your family and captures how you want to be remembered by your community.

YOUR LEGACY PLAN ENABLES YOU TO

01

mAXIMIZE

your ability to give value to your loved ones and your community

02

pROTECT

your children by ensuring they are looked after at every stage of life

03

IMPACT

your community by supporting your favourite charitable causes

WHY YOUR LEGACY PLAN IS IMPORTANT

You may think a legacy plan is only important for the wealthy looking to transfer their wealth to the next generation or for those living in retirement.

The truth is your legacy plan is vital to ensuring your loved ones are take care of. Your legacy plan details how your assets will be divided, minimizing what you pay in taxes and ensuring your loved ones will be taken care of as you wish.

impact your loved ones and community

Your legacy plan enables you to leave behind instructions as to how your loved ones should be take care of after your death.

Your legacy plan is also your opportunity to manifest your vision for the future by supporting the charitable causes most important to you and your family.

DON'T LET a stranger make decisions affecting your FAMILY

Your legacy plan is critical to ensuring your loved ones are taken care of as you wish.

Without a legacy plan, the future of your children and the distribution of your assets will be decided by a stranger, namely a judge.

Your Legacy Plan Includes

During your Legacy Plan Strategy Session, we'll identify the goals you would like to achieve in your Legacy Plan and any other information you need to include in a Legacy Plan.

Your Will describes how your assets should be distributed in the event of your death and who will be responsible for the care and well being of your minor children.

Your Power of Attorney for Property enables you to appoint a person to make financial decisions on your behalf in the event you are not able to.

Your Power of Attorney for Personal Care appoints a person to make decisions on your behalf with respect to your health care, housing and other aspects of your personal life if you become mentally incapable of making these decisions.