Estate Planning & Strategic Charitable Giving Your Enduring Legacy
Estate Planning & Strategic Charitable Giving Your Enduring Legacy
Making a difference for others is a driving factor for many. You may want to contribute to the financial well-being of your family or help a favourite charity.
Creating an estate plan for the future to ensure your wishes are met for distributions of your assets can reduce the risk of any future problems or court involvement. We work with your existing legal and accounting advisors to ensure control of your estate and your assets through wills, trusts, insurance policies, and continuing/enduring powers of attorney for property or protection mandates.
If there are charitable organizations and causes you would like to continue to support, we’ll guide you in creating a charitable giving strategy and provide advice on the immediate or future tax implications.
Contact us for a 30 minute “Ask-us-anything” meeting to discuss moving you closer to a more certain future.
Access the Value of Confidential Integrated Wealth Management Advice on Your Current Investments
If a friend, family member, or family office has referred you to us, please email us at GrumWM@raymondjames.ca or contact us directly at +1 (403) 221-0315 to set up a confidential introductory meeting.
This information is general in nature, and is intended solely for the purpose of illustrating conceptually how a particular estate planning technique might work, based on various assumptions. Whether the planning technique is appropriate for you will depend on your goals and your specific situation. Raymond James does not provide advice on tax, legal or mortgage issues. These matters should be discussed with an appropriate professional.
