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 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:

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.

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.

Tax Planning

We can create a personalized wealth strategy to help you minimize tax exposure and keep income available as you need it.

Executor Services

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

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.

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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