ESTATE PLANNING RESOURCES

Serving Burlington, Oakville & Surrounding Areas

REDUCE TAXES – MAXIMIZE INCOME – INVEST SMARTER – PRESERVE WEALTH

The following are some articles of interest that may help with your estate planning.

Should you have any questions, please do not hesitate to contact us.

Planning Your Will and Powers of Attorney
Reference Guide – Family Trusts – March 2016
Testamentary Trusts
Duties of an Executor
Reference Guide – Planning for Incapacity – August 2016
Reference Guide – Dealing with Your Vacation Property – March 2016
Reference Guide – Charitable Giving – April 2018
Reference Guide – US Estate Tax – March 2016
Reference Guide – Tax Planning for the Sale of Your Business – August 2016

Get Your FREE HARD COPY of our recently published Book PRESERVING WEALTH: THE NEXT GENERATION

The definitive guide to protecting, investing, and transferring wealth.

For a FREE E-book copy of Preserving Wealth, CLICK HERE

Also available to Purchase in Hard Copy HERE

Your personal information will not be distributed, sold, or traded – it will remain strictly confidential and will only be used for the purpose for which it was provided. For more information on Assante’s commitment to privacy and responsible use of information, please visit www.assante.com/privacy-policy.

jlumsden@assante.com

905-332-5503

ESTATE PLANNING RESOURCES

The following are some articles of interest that may help with your estate planning.

Should you have any questions, please do not hesitate to contact us.

Get Your FREE HARD COPY of our recently published Book PRESERVING WEALTH: THE NEXT GENERATION

The definitive guide to protecting, investing, and transferring wealth.

Also available to Purchase in Hard Copy HERE

Find Us

Conversations are free. Contact us to discuss your needs

Disclaimers

Contact Us

ASSANTE FINANCIAL MANAGEMENT LTD.

© All rights reserved