Estate planning is about life – in the present and in the future. Most importantly, estate planning is about the life of your family, your loved ones and the peace of mind you get from helping to provide for their financial security. A well-prepared estate plan will also help uncover alternative solutions you hadn’t considered or didn’t know were available.
 Whether your estate is of large or modest value, your estate plan should be part of your total financial strategy and based on solid financial planning principles. In its essence, estate planning addresses the establishment or continuation of a tradition, one that involves the accumulation, conservation and distribution of assets in a tax-efficient manner. It requires a complicated interaction of various disciplines and laws.
Working with a knowledgeable team of professionals from across the Scotiabank Group is an effective way of developing an estate plan that addresses your goals and objectives.
- To give you general information on estate planning and some of the issues you need to consider, we offer our Practical Perspectives on Estate Planning Handbook. (Link to PDF – Perspective on Estate Planning)
- 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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