Abbotsford News
www.abbynews.com
Friday, February 28, 2020 A11
ADULTLiving A B B O T S F O R D ’ S
SOCIAL
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HEALTH
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WELL-BEING
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LIVING LIFE TO THE FULLEST
Strategies for protecting your assets, transferring wealth and settling an estate Proper estate planning requires careful consideration of many factors: reducing taxes, providing for loved ones, passing on assets in an orderly fashion, creating a charitable legacy, and more.
could be ideal if you: • want a way to grow your assets while guaranteeing a payout for your beneficiaries • are concerned about protecting your estate’s assets and your income in the event of a disability, critical illness or long-term care situation • need a tax-effective way to transfer your wealth to your beneficiaries • need a way to meet the tax obligations of your estate and other estate settlement costs without liquidating or eroding your estate’s assets • want to make a one-time or ongoing gift to a charity or notfor-profit organization • have been appointed as executor for an estate and need assistance with some or all of your duties
It will help you cover important topics such as creating valid and current wills for all adults in the family, evaluating insurance coverage, understanding ownership structures (such as the use of joint tenancy agreements), realizing advanced estate-planning opportunities (such as the use of living trusts), and planning charitable gifts. Helping you build and effectively manage your wealth and investments is just one of the ways a financial advisor can help meet your needs. Using insurance strategies and other solutions, they can help you protect your wealth during your lifetime, preserve the value of your estate for your beneficiaries, and help you transfer your wealth to family members, a favourite charity, or other ben- the following estate-planning eficiary using tax-minimizing needs: • asset protection – to protect solutions. the value of your estate • wealth transfer – to maxiA financial advisor can meet
To learn more about protecting your wealth, contact your financial advisor.
mize the wealth you pass on using tax-minimizing insurance strategies and charitable-giving solutions • estate settlement – learn how
Submitted by Cameron Wilson CIM, FCSI, CPCA, PFP, CIWM Associate Portfolio Manager, an advisor can help ease the Wealth Advisor and Financial Planburden if you’ve been appointed ner as an estate executor Wilson Wealth Management Group RBC Wealth Management | RBC Estate-planning solutions Dominion Securities
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