The Black Stratton Group - ScotiaMcLeod Markham - estate planning

By: The Black Stratton Group  09-12-2011

"The only thing you take with you when you're gone is what you leave behind."

John Allston
Most people want to pass on as much as they can to their beneficiaries. A proper estate plan ensures that your assets are distributed in the way that you want. 

An effective estate plan considers two areas - the financial and the administrative. The financial aspect deals with your assets and whether they will be sufficient to provide for your beneficiaries. The administrative aspect addresses how your assets are distributed. It deals with wills, powers of attorney, trusts and other means to distribute and manage assets.

Drawing on the expertise of their team of associates and specialists, The Black-Stratton Group will provide you with all the products and services that you need to complete an estate plan.

Black-Stratton Estate Planning Strategies:

  •  use the tax benefits of life insurance to maximize your estate. The estate bond can multiply your savings by two, three and sometimes four or five times so that you can provide a larger legacy tax-free for those you care about most. 
    Segregated funds are investment products, which are insurance policies. They are well-suited to investors seeking both principal protection and growth potential.
     Establish an agreement to ensure that your property is taken care of for the benefit of your beneficiaries.

For more information on Estate Planning, please read the following articles:

To give you general information on estate planning and some of the issues you need to consider, ScotiaMcLeod offers our 

and

. The handbook covers topics such as the estate planning process, powers of attorney, taxes at death, probate fees and a getting started worksheet.


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