ESTATE PLANNING

Estate planning is a comprehensive process designed to organize the transfer of your assets while protecting your loved ones and minimizing tax consequences.

It is not only for large estates. Anyone with assets, children, or responsibilities can benefit from proper planning.

Effective estate planning may include:

• A complete analysis of your financial situation
• Life insurance/segregated funds strategies for estate purposes
• Liquidity planning at death
• Beneficiary coordination
• Collaboration with legal and tax professionals

Every plan is unique and evolves with your life circumstances.

As a financial security advisor, my role is to guide you in structuring your estate plan, taking into account your objectives, your values, and your financial reality.

I collaborate with notaries and tax specialists from iA or your own to ensure coherence between your financial plan and your legal plan.