We will guide you through the process of estate planning to help ensure your wishes are carried out.
Key elements of an estate plan
A comprehensive estate plan can include various documents, products, and solutions to help ensure your wishes are carried out as intended.
How We Can Help
Estate and Will planning can be a complicated topic to discuss. Supported by a team of specialists, we can help you with a variety of services to make your future more certain. Some of those services include:
Wills
A will is a legal document detailing who gets your assets, custody of minor children and who you've appointed to carry out your wishes.
Power of Attorney (POA)
A POA is a binding document giving a corporation or someone the legal right to make financial and/or medical decisions on your behalf.
Trusts
A trust is a legal arrangement appointing a trustee to manage assets on behalf of beneficiaries.
Business Succession Planning
A business succession plan is a strategy for passing control or ownership of your business to someone else.
Charitable Giving
Charitable giving is donating to a cause you believe in, and you can use your estate plan to help fulfill your philanthropic goals.
Tax Planning
We can create a personalized wealth strategy to help you minimize tax exposure and keep income available as you need it.
Leaving a legacy
Leaving a legacy may mean something different to each of us. Whether your top priorities lie in estate planning and trusts orcharitable giving and philanthropy, it's important to have a plan in place. To help you optimize the eventual transfer of your wealth, I've included a few articles below that you may find valuable. If you'd like to discuss any of the topics raised in further detail, I'd be happy to set up some time for us.
Executor Services
Executor services, offered by TD Wealth Private Trust, can help in carrying out someone's final wishes as described in their will.
We will guide you through the process of estate planning to help ensure your wishes are carried out.
Key elements of an estate plan
A comprehensive estate plan can include various documents, products, and solutions to help ensure your wishes are carried out as intended.
How does the estate planning process work?
Step 1 - Understand Your Goals
Step 2 - Build
Step 3 - Review
Interesting articles to explore
Reasons why you shouldn't put off writing a will
Want to dictate the fate of your assets? Read why you shouldn't put off writing a will.
Passing on your wealth
Review 9 practical steps to start making your estate plan.
Things to consider if you are expecting an inheritance
Getting an inheritance? Don't be caught off guard. Find out how you can prepare for it.
