Legacy

legacy-header

Planning for retirement also means thinking about the financial legacy we would like to leave behind. This can include providing for our families and loved ones or a favourite charity.

Minimizing taxes and other estate costs likewise becomes an important element in leaving a lasting legacy.

Here are some things you’ll want to consider when thinking about preparing your estate:

  • Do you have a will and if so, is it up-to-date?
  • Do you have any investments in your portfolio with a death benefit guarantee?
  • Do you know if your investments will bypass your estate when you die?
  • Have you thought about the taxes payable on any capital gains that might result from your investments when you die?
  • Do you have any investments that can protect your principal?
  • Do you have investments in your portfolio with growth potential to continue to grow the legacy you will leave?

For more information on Legacy please contact Ana Martinho today!

Comments are closed