The Black Stratton Group - ScotiaMcLeod Markham

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Strategies

Estate Planning

"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.

Charitable giving is also an aspect that is commonly considered as part of an overall estate plan. Click here to learn more.

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.

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Black-Stratton Estate Planning Strategies:

Estate Bond: 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.
Empire Life Segregated Funds: Segregated funds are investment products, which are insurance policies. They are well-suited to investors seeking both principal protection and growth potential.
Scotia Trust: Establish an agreement to ensure that your property is taken care of for the benefit of your beneficiaries.

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

Executors and Their Duties

The Benefits of Testamentary Trusts

Joint Accounts: What you Need to Know!

The Estate Reallocation Strategy

Critical Illness Insurance

Keyperson Protection

When is a Trust Really a Trust?

Estate Planning isn't just for the Wealthy

Minimize Taxes by Freezing your Estate

Wills and Powers of Attorney: The Cornerstone of Estate Planning

Estate Planning for the Family Cottage

Protecting your Family and your Business

To give you general information on estate planning and some of the issues you need to consider, ScotiaMcLeod offers our Estate Planning Handbook and Drafting your Will Handbook. 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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