Estate & Will Planning

Lynn – The Gift of Planning

Protecting what matters

When experiencing a difficult situation and looking for financial security, finding the right advisor can be a critical step toward making it easier. TD Wealth helped Lynn’s dad make sure everything was in place for when he was gone.

Lynn believes in the value of planning, as her father worked with TD Wealth to prepare his finances and plan for the future of his daughter, making a very difficult life experience easier.

Contact me today to find out how I can help you feel reassured in your financial future.

How We Can Help

Estate and Will planning can be a complicated topic to discuss. Supported by a team of specialists, we can help you with a variety of services to make your future more certain. Some of those services include:

Power of Attorney (POA)

A POA is a binding document giving a corporation or someone the legal right to make financial and/or medical decisions on your behalf. 

Trusts

A trust is a legal arrangement appointing a trustee to manage assets on behalf of beneficiaries.

Business Succession Planning

A business succession plan is a strategy for passing control or ownership of your business to someone else.

Wills

A will is a legal document detailing who gets your assets, custody of minor children and who you've appointed to carry out your wishes.

Charitable Giving

Charitable giving is donating to a cause you believe in, and you can use your estate plan to help fulfill your philanthropic goals.

Executor Services

Executor services, offered by TD Wealth Private Trust, can help in carrying out someone's final wishes as described in their will.

We will guide you through the process of estate planning to help ensure your wishes are carried out.

Estate Planning is outlining instructions for distributing your assets in case of death or incapacitation. We will guide you on what you can do and the documents you need to help ensure your wishes are fulfilled.
Key elements of an estate plan

A comprehensive estate plan can include various documents, products, and solutions to help ensure your wishes are carried out as intended.

How does the estate planning process work?

Creating an estate plan is essential to ensuring your assets are passed on as you intended. Here's how my team and I can help.
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