As professionals with Trust and Estate Practitioner (TEP) and Chartered Life Underwriter (CLU) designations, we are fully qualified to help you plan for the future. Our comprehensive retirement planning allows you to make informed decisions so you can help those you care about, whether it’s now with creating solid money habits for your family, later with pre-gifting strategies, or eventually as beneficiaries of your estate to maximize the opportunities you’re creating and minimizing what is taken in tax.
With many insurance advisors claiming to be able to help you with your estate, how can you determine the ones that are specialists for such an important need from the rest? A Chartered Life Underwriter (CLU) and Registered Trust and Estate Practitioner (TEP) have the training, education and experience to guide you and work with your estate planning professional team such as your lawyer and accountant.
Estate planning must be done professionally because your assets and the way they’re divided all depend on your plan. If our qualifications are any sign, we take this responsibility seriously for our clients. PlayCheques Wealth Management has the personability, passion, and qualifications you need to plan the financial part of your estate effectively, competently, and delicately.
Estate planning ensures your assets go to the party of your choice in a manner of your choosing–most simply put. A will should come with comprehensive estate planning.
The estate planning process can vary depending on the individual, but generally, it will involve creating or updating a will, naming an executor, and designating beneficiaries. Some other important steps in estate planning may include setting up trusts, appoint a will executor, and healthcare directives – and it should be a part of any retirement planning process.