Many people think estate planning doesn’t apply to them – the word “estate” has connotations of vast acres of land, sprawling mansions, and millions of dollars. But this couldn’t be further from the truth.

Despite being one of the most critical areas in the total management of your financial affairs, estate planning is often overlooked. So, what is estate planning? It’s the complete consideration of your assets and liabilities. Everyone can benefit from estate planning, regardless of the amount of money you have, your age, or your family status. As a minimum, we should all have a valid will and a power of attorney, which are reviewed every three years or so, or on major life events such as marriage, divorce or the birth of children or grandchildren. Estate planning can be used not only to distribute your wealth, but also to create and protect it.

Charter financial planners have the ability and expertise to assist you with your Estate Planning needs and objectives. However, your Charter financial planner must liaise with a solicitor or trustee to draw up your will.

What is Estate Planning?

How can Estate Planning ease the stress on your loved ones

What is Estate Planning?

Power of Attorney

A powerful tool in managing your affairs if you are unable to make your own decisions

Power of Attorney

Providing for Adult Dependents

Estate Planning can help provide for those special needs

Providing for Adult Dependents