Do you need an estate plan?

Many people think estate plans are only for the wealthy. This isn't the case. Every parent, grandparent, spouse, business owner and professional person should have an estate plan.

An estate plan:

• tells others how to handle your affairs and finances after you die (i.e. how to distribute your assets at death)
• helps to ensure your estate is divided according to your wishes
• can help to minimize taxes, so more of your estate is left for your heirs
  

Your Freedom 55 Financial security advisor has access to a team of tax and estate planning consultants and an exclusive group of accountants with extensive backgrounds in tax and estate planning. Together they can provide you with the specialized information and services you need to create innovative and customized financial solutions.

For more information on estate planning, contact your Freedom 55 Financial security advisor or the nearest financial centre to you today!