You have worked hard to earn, grow, and preserve your wealth, but do you have a legally binding plan in place that outlines your wishes upon disability or death? Wealth distribution succeeding death is not a topic that most people want to think about, but it is important to make your arrangements when you are mentally and emotionally able to do so. While initial conversations and considerations can be tough, estate planning provides you with peace of mind that your family is taken care of and that all your assets will be allocated in alignment with your wishes.
It is never too early to put plans in place to prepare your will, select your power of attorney, draft bequest memorandums, start family discussions, seek tax-efficient wealth transfer solutions, and think about your legacy. At The St-Georges Group, our strategic wealth advisors can help you plan well in advance so you can rest assured that all your affairs are in order.