LEGACY PLANNING
Plan to Leave behind a meaningful legacy
No one lives forever. Design a personal legacy plan that looks after your family and captures how you want to be remembered by your community.
YOUR LEGACY PLAN ENABLES YOU TO
01
mAXIMIZE
your ability to give value to your loved ones and your community
02
pROTECT
your children by ensuring they are looked after at every stage of life
03
IMPACT
your community by supporting your favourite charitable causes
WHY YOUR LEGACY PLAN IS IMPORTANT
The truth is your legacy plan is vital to ensuring your loved ones are take care of. Your legacy plan details how your assets will be divided, minimizing what you pay in taxes and ensuring your loved ones will be taken care of as you wish.
impact your loved ones and community
Your legacy plan is also your opportunity to manifest your vision for the future by supporting the charitable causes most important to you and your family.
DON'T LET a stranger make decisions affecting your FAMILY
Without a legacy plan, the future of your children and the distribution of your assets will be decided by a stranger, namely a judge.
Your Legacy Plan Includes
Legacy Plan Strategy Session
During your Legacy Plan Strategy Session, we'll identify the goals you would like to achieve in your Legacy Plan and any other information you need to include in a Legacy Plan.
Personal Will
Your Will describes how your assets should be distributed in the event of your death and who will be responsible for the care and well being of your minor children.
Power of Attorney for Property
Your Power of Attorney for Property enables you to appoint a person to make financial decisions on your behalf in the event you are not able to.
Power of Attorney for Personal Care
Your Power of Attorney for Personal Care appoints a person to make decisions on your behalf with respect to your health care, housing and other aspects of your personal life if you become mentally incapable of making these decisions.