Find the Best Estate Planning in Calgary 2019


Are you looking for the Best Estate Planning in Calgary 2019? While there are a number of estate planning professionals, they all have their own unique quality and expertise. For this reason we have set out to help you in choosing the best one to meet your needs. What is their specialty? What experience do they have? How flexible are they and much more. After careful consideration, here is our choice.

SmartGuy® 2019 Best Estate Planning in Calgary AB Canada in 2019 is to be determined::

ICC Benefit Management & Insurance is managed by Sid Helischauer, Licensed Insurance Broker and Jeff Vathje, an established senior benefits professional with extensive experience in the corporate and consulting worlds. They have the right combination to help you strategically put together your Estate Planning package.

Understanding Estate Planning

Estate Planning and Management is the process of honoring one’s final property and healthcare wishes. In addition, estate planning also assures loved ones are provided for.

One of the most difficult times when a loved one is incapacitated or passes is leaving their estate to chance. Who now manages their assets? Who decides who gets what? They can, by planning ahead.

An Estate is property owned by you at the time of your death.

  • Life insurance policies
  • Stocks and other securities
  • Bank accounts
  • Real Estate
  • Personal property
  • Jewelry
  • Automobiles
  • Artwork
  • Antiques

Why an Estate Plan:

An Estate Plan allows an individual to decide exactly who will benefit from their estate and to what extent.

  • Transfer your wealth to heirs, favorite charities, grow your assets and minimize taxes, protect your family and business.
  • Minimize amount of taxes needed to be paid in order for your property to pass on to others after your death.
  • Prevents wealth from going to unintended beneficiaries
  • Eliminates family horror stories

There are four key elements of Estate Planning

  • Wills
  • Outlines who you want your assets to go to
  • Healthcare Power of Attorney and Living Will
  • A signed legal document naming a person as your healthcare decision maker
  • Financial Power of Attorney
  • Outlines who you want to make your financial decisions
  • Trust
  • A legal entity that can own your assets and be controlled based on your wishes.

It is never too soon to plan. A properly prepared estate plan can protect your heirs and provide you with peace of mind knowing you planned ahead.

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