03 Mar Beginner’s Guide to Estate Planning
Estate Planning Tools
- Living Trust
- Living Will
- Life Insurance
- Business Succession Plan
Estate Planning: Things to do Before You Die
“There are two things certain in life, death and taxes.”
The quicker we realize that and talk about it, the quicker we can start to plan for those two certainties. This is essentially what succession planning is all about, the conversations families need to have when the inevitable happens, what the next steps will be and how they will be executed.
Within those steps, there are many areas that need to be addressed from a financial perspective, particularly the tax implications from transitioning wealth from one generation to the next.
The last thing a family wants to deal with, after the death of a loved one, is worrying about paying a large tax bill because the proper planning wasn’t put into place.
At Kemp Financial Group we provide sound financial advice and expert financial services, that will help grow, protect, and transition your wealth in the most tax efficient way possible from one generation to the next.
With over 100+ years of combined experience within the family, we understand that Canada’s economy is dependent on the health and wealth of our clients and communities.
Let Our Family Take Care of Yours.
Connect with us today!