FISCAL AGENTS: Financial Services Group


Open the QuickNav window
Home
Search
Site Map
Contact

The Knowledge Bank
Info-Reports
IP-Profiler
10 Principles Book
The Book Store
Financial Glossary
InterWeb
Resource Centre

The Money Centre

The Learning Centre

Financial Tools

The Money Management Newsletter

Products and Services
The Radar Screen

About Us

Notice: Fiscal Agents Financial Services Group are not engaged in rendering tax, accounting or legal professional services or advice. The comments in this Executive Notes are not intended, nor should they be relied upon, to replace specific professional advice. Before acting on material contained herein. Readers should seek advice that is appropriate to their personal circumstances from a professional advisor.

We gratefully acknowledge the contribution of this article from Trimark Investment Management Inc.

Experts Consulted: Trimark would like to thank the following individuals for their assistance in preparing this brochure:

• Robert D. Finlayson, partner, Smith Lyons, Barristers Solicitors

• Gilles Leclerc, partner, Desjardins Ducharme Stein Monast, Barristers & Solicitors


Use the link above
to load a printable
version of this document.

 

Fiscal Agents
Why You Need an Estate Plan - 10 Simple steps

Step 10:
Share Your Plans



It's really important to share your plans. There's nothing more disturbing than for someone to have to deal with incomplete information or requests. As difficult as it may be, make sure that all those affected by your plans know where things are and that what they need to do. Remember that all the planning in the world won't help you if no one knows about it.

Bring Your Estate Plan to Life.

Contrary to the unconscious fear many people may have, preparing an estate plan will not hasten your demise. In truth, you'll find the process to be liberating, providing you with the peace of mind that comes from knowing your loved ones will not be burdened with sorting out your personal and financial affairs. No doubt they'll have much grief to contend with, but removing unnecessary problems will help them cope with their loss, making life in the present - and in the future - that much more enjoyable.


 
The Cornerstone Household Directory of Documents


GETTING ADVICE: A will requires careful planning to ensure all essential matters are covered. It should also be reviewed periodically and discussed with a qualified adviser or team of advisers to incorporate any changes in your personal circumstances.


Step 1
Designate a Team of Professionals

Step 2
Draw Up a Household Balance Sheet

Step 3
Understand Your Life Insurance Needs

Step 4
Draw Up Your will

Step 5
Establish Power of Attorney for Property

Step 6
Establish Power of Attorney for Personal Care

Step 7
Minimize Taxes and Administration Fees

Step 8
Keep track of Accounts and Important Information

Step 9
Review and Update Regularly

Step 10
Share Your Plans





Fiscal Agents Home

Knowledge Bank Money Centre
Learning Centre Financial Tools
Newsletter Products & Services
Radar Screen
About Us

Legal | Site Map | Home | Search
Information on supported Internet Browsers

Copyright © 1984 - Fiscal Agents Financial Services Group


Questions? Comments?
Use our Feedback page to contact us.