COVID-19 UPDATE: Fair Advice Financial is committed to the heath and well being of our advisors, staff,clients and community. we have made the difficult decision to close our office for Physical visit. To help mitigate the spread of COVID-19,you are encouraged to communicate with our Office staff via phone, fax and email, to avoid the need to visit our office until further notice.
Toggle Bar

Estate Planning

Estate planning is the process of anticipating and arranging, during a person's life, for the disposal of their estate. Estate planning can be used to eliminate uncertainties over the administration of a probate and to maximize the value of the estate by reducing taxes and other expenses.

People often have many misconceptions about estate planning although it is an important pillar of managing one's wealth. It is our job to inform you of the importance and benefits of estate planning and ultimately assist each customer in protecting their estate with a thorough estate plan.

 

Here are some links with useful information:

Your Estate Plan

Wills, trusts and estates: An overview

Estate planning guide from Sunlife

 

The legacy you imagine is more likely to become a reality when you make a plan. An advisor can help you draft and implement it.

 

Contact us today for any further questions!