Estate Planning

What is it?

During your lifetime: Estate Planning is the process that maximizes the value of your Family’s Wealth by potentially reducing taxes, increasing opportunities and flexibility.

Typical components may consist of: reorganization of a Corporate Structure, an Estate Freeze, use of a Family Trust and use of a Holding or Investment Corporation.

At death: Estate Planning is the process of integrating creative strategies with your Will Planning to ensure optimization of your estate objectives.

Proper structure will minimize taxes and expenses of your estate while significantly enhancing your overall estate value.

We offer unique insight to explore your Estate Planning and employ a detailed scenario mapping process to model outcomes that expose potential tax issues and other planning opportunities to be considered.

WorldSource Securities CTA

Worldsource Securities Inc., Member of the Canadian Investor Protection Fund www.cipf.ca, Member of the Investment Industry Regulatory Organization of Canada (IIROC) www.iiroc.ca and sponsoring investment dealer of the JBS Group Wealth Consultants, Buckley Patterson Shaw Securities and Jobe Wealth Consultants. Learn about advisors regulated by IIROC IIROC AdvisorReport.