Estate Planning

Financial Advisor in South Surrey, BC

Estate planning is part of the preparation of tasks that serve to manage an asset base in the event of the incapacitation or death of an individual. Planning includes the bequest of assets to heirs and the settlement of estate taxes. Westgroup Financial Management can help in the Estate Planning process by ensuring your estate is protected.

Financial Institutions Mission BC

The primary purpose of an estate plan is to help you examine your financial needs and assets in order to make sure that your heirs are provided for in the best possible way, including lifetime planning as well as disposition of property at death.

Do you have an Estate Plan that’s right for you?

Estate planning is the process of deciding what should happen to your assets if you should die or become incapacitated, and taking the steps to ensure your decisions can be carried out. A financial planner or professional and an estate planning attorney can help you design a plan that works for your circumstances which also includes your will.

As part of the Estate Planning process it is important to make sure your insurance policy and retirement savings plan beneficiaries are up to date. These should be reviewed regularly as to avoid any delays in settling your estate.

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