Because Your
Legacy Matters

Calgary Estate Planning

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.

ASSOCIATIONS

DESIGNATIONS

What Goes Into Estate Planning

Where Your Money Goes

There are only 3 places your savings can go when you’re no longer here to enjoy them: family & friends, community & charities, and the Canada Revenue Agency. With proper planning, you pick 2 of the 3.

Pitfalls of Neglecting Estate Planning

Many underestimate the important questions - from whether pre-gifting to your children be a part of your estate plan - to questions about how to help beneficies who might struggle with a sudden influx of wealth.

How Estate Planning Helps

A better approach factors your values, your desired outcomes, and several conversations you have with us. We can help you manage the process for keeping inheritance taxes at levels right for everybody, not just the CRA.

What PlayCheques Can Do for You

Is an estate freeze right for you? Let’s talk about your many options–whether you’re a retiree or those just starting out.

Ask Us How We Can Help

Certified Estate Planners

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.

What You Can Expect as a Part of Effective Estate Planning

What’s fair versus equal for your beneficiaries?

Some children are involved in a family business, while others aren’t. Some may have received additional help in buying a home or getting higher education. Still others may not be in a relationship you see lasting long term, or they’re not demonstrating good money habits.

How can your money make a difference for your family and others?

Can you help your children prepare for a sudden influx of significant wealth? Are there charities that could benefit today that you could enjoy seeing the impact you can have on them now, rather than as a gift when you’re gone?

Estate Planning Advisors You Can Trust

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.

Personal Success Stories

"Playcheques was uber professional from start to finish. I never felt like anything was left to chance and every avenue was discussed with me so the best solution was achieved for me and my family. Would recommend them all day long. "

Deane T.

"Adrian George is professional and honest in with all of his clients. He optimizes everything and looks at his clients entire life situation to make a customized plan that works efficiently. There's no reason to use any other financial house than Playcheques in my opinion. "

Dr. John T.

"These fellows know their stuff and work super hard to help you. They really are the best!"

Dr. Joel F.

FAQs

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.