Estate Planning

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.

The Value of Planning Ahead

Planning ahead helps reduce the burden on your grieving family and ensures there is complete clarity about how your estate will be allocated. Will planning, power of attorney selection, estate preservation, and family values letters are some of the ways you can establish proactive plans at any stage of life.

Our team of professionals understands that each individual and family has unique circumstances. We listen to your hopes and concerns and present a plan that is tailored to you and your family’s needs based on an integrated wealth planning approach.

Estate planning

Involving Family in the Discussion

Speaking to your family about your wishes is an important part of the estate planning process. Sharing your end-of-life plan can offer peace of mind to your beneficiaries and create the opportunity for important family discussions. These discussions may be particularly important if you have a blended family or if some of your decisions may cause conflict within the family unit.

The opportunity to explain your rationale for your decisions or hear from your family about what is important to them can be a valuable part of the estate planning process. We can help you facilitate family discussions, to ensure that you have a neutral party (who is familiar with your affairs) present.

Ready to take the next step?

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Finding Tax-Efficient Solutions

When the time comes to transfer your wealth, there are tax-efficient solutions available for reducing deductions for your beneficiaries. At The St-Georges Group, our diverse and talented team provides advice on retirement investments, life insurance, trusts, real estate sales, business planning, and charitable giving strategies that protect the interests of your loved ones.

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Leaving
a Legacy

Most people wish to be remembered in a positive way by their various communities, so it is common to include charitable giving in your estate plan. Donations can be in the form of funds, stocks, bonds, mutual funds, land, buildings, and so much more. You may also wish to establish a private foundation, or a donor advised fund to leave a lasting family legacy. At The St-Georges Group, we ensure that you are aware of all the options that are available to you.

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Finding Tax-Efficient Solutions

When the time comes to transfer your wealth, there are tax-efficient solutions available for reducing deductions for your beneficiaries. At The St-Georges Group, our diverse and talented team provides advice on retirement investments, life insurance, trusts, real estate sales, business planning, and charitable giving strategies that protect the interests of your loved ones.

icon 2 copy(2)

Leaving a Legacy

Most people wish to be remembered in a positive way by their various communities, so it is common to include charitable giving in your estate plan. Donations can be in the form of funds, stocks, bonds, mutual funds, land, buildings, and so much more. You may also wish to establish a private foundation, or a donor advised fund to leave a lasting family legacy. At The St-Georges Group, we ensure that you are aware of all the options that are available to you.

Overview of Our Proposed Estate Planning Strategies & Services

  • Estate planning

  • Will planning

  • Charitable donation planning

  • Estate balance sheet

  • Estate preservation

  • Power of attorney

  • Probate planning

  • Trust planning

  • Bequest memorandum

  • Estate enhancement

  • Family values letter

  • Legacy discussion

  • Wealth transfer

  • Will schematic

  • Other personal decisions

Working With The St-Georges Group

Our team understands that fulfilling your wishes, protecting your family’s wealth, securing the financial future of your loved ones, and leaving a legacy is important to you.

That is why we are pleased to work with your existing team of trusted legal and tax advisors to help you put effective wealth management strategies in place now that will serve your family well later.