Find the Best Estate Planning in Calgary 2019 | SmartGuy

Find the Best Estate Planning in Calgary 2019

best-businesses

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:

ICC Benefit Management & Insurance

1500 14th Street SW, 24

Calgary AB Canada, T3C1C9


Sid Helischauer

403-984-4113

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.

More About ICC Benefit Management & Insurance

Sid Helischauer has over 30 years entrepreneur experience and understands the ins and out of the insurance industry. Jeff Vathje has over 25 years in the Human Resources and Benefits industry. They both are focused on their client’s needs and work hard to represent them and not the insurance companies. Sid and Jeff are known for giving solid permanent insurance and benefit advice. They especially focus on making sure the strategic estate plans include the welfare of their client’s heirs, especially their children and/or grandchildren.

With Sid and Jeff at the helm, ICC Benefit Management and Insurance is our pick for Best Estate Planning and Management in Calgary, Canada.

Best Estate Planning in Calgary