Estate planning
- Get long-term support from an experienced professional
- Learn how to avoid unnecessary risks and legal challenges
- Enjoy the peace of mind that comes with being ready for just about anything
Why do I need estate planning?
There's more to estate planning than a will.Planning your estate is a way of protecting the people you love and safeguarding the things that are important to you. It’s also about your insurance policies, your registered savings plans, tax matters and making your wishes known.
Regardless of your age, family status or financial situation, everyone should have an estate plan.
How to start the estate planning process
The best time to start planning your estate is today. A financial planner can help make sure you're on the right track.
- Create your willProtect your legacy and make sure your wealth is distributed the way you want it to be with a will that makes your wishes clear.
- Choose your beneficiariesChoosing your beneficiaries is a big decision. Make sure you understand the details by speaking to a financial planner.
- Name an executorYour executor will be in charge of settling your estate and distributing your assets. It’s a role best suited for a trusted friend, family member or an independent third party.
- Give power of attorneyWho can you rely on to make important decisions if you’re unable to? Giving power of attorney to someone is a key part of putting together a comprehensive estate plan.
Can you benefit from a trust?
The answer might surprise you.
Trusts can be valuable tools to help you save money and manage your assets. With the right plan, a trust can help facilitate the transfer of assets to family members, provide short-term tax savings and protect disabled beneficiaries.
There are a lot of benefits that come with having a trust. Let’s find the best plan for you.
Meet Adamo, a financial planner near you
Adamo La Civita
Financial Planner“Building a foundation for the future can be easy. Let’s meet your needs and priorities through effective financial planning strategies.”Get in touchGet ready for your first meeting
First appointment worksheet (PDF, 127KB)
Estate planning FAQs
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