Will & Estate Planning

ESTATE PLANNING

Estate planning is a dynamic process. Provide for your family, simplify the work of your estate trustees, continue support for the charities of your choice, and minimize taxes.

As you move through different stages of life, your needs and resources will change. Start with where you are now, realizing your plans will need to be updated occasionally. Above all, don’t put your planning off another day!

Abundance Canada consultants are trained to assist you and your family. We are often used as a quarterback in helping  achieve charitable and estate goals. Through extensive research and

practical experience, our staff has developed a Will and Estate Planning Guide. It will help plan for wills, powers of attorney, complex estate planning, and more.

Will & Estate Planning

WILLS

We’re here to help with the planning of your will or estate. We serve as a sounding board for ideas and answer any questions you have. Bring just yourself, your spouse, or your whole family. If we don’t know an answer, we’ll freely do our best to find out for you.

Will & Estate Free Planning Guide

Power of Attorney

POWER OF ATTORNEY

For the unfortunate case when you are no longer able to care for yourself, we highly advise that you consider preparing a Power of Attorney, which gives one or more trusted loved ones the legal right to look after your health and assets.

It is important to choose someone you trust implicitly, who understands you, and who is willing to serve as your legal representative. The person may be a spouse, family member or friend. While anyone over the age of majority can be named, choosing someone with the life experience and emotional maturity to make tough decisions is vital.

Starting with authorizing someone to act for you for financial and personal reasons is an excellent insurance policy for any adult.

Our Personal Information Directory is a record that keeps track of your important information and documents. It can also assist others who become involved in your affairs in the event of your disability or death.

Download yours today!