ESTATE PLANNING

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ESTATE PLANNING

Estate and Trust Planning

Plan today to leave a legacy tomorrow.

The estate planning process provides a chance for you and your loved ones to openly discuss illness, death and your final wishes. Documenting the details of how you want your estate to take care of others and create new opporunities is the easiest way to avoid confusion, stress, family disputes and a host of avoidable expenses that would erode the value of your estate.

As part of Wealth Guardian's team of specialists, we work with Scotiatrust who has been helping Canadian families preserve and transfer their wealth for over 100 years. Scotiatrust's Estate and Trust specialists are here to help you and your family prepare by documenting your wishes and supporting your estate plan to help ensure that your:

  • Assets are distributed in accordance with your wishes;
  • Minimizing taxes paid from the estate in order to protect its value;
  • Assets are transferred to your beneficiaries at the right time, in the most tax-efficient way.

Safeguard your Legacy with
Wealth Guardian Group

There's a common misconception that estate planning is only for those with extensive assets like multiple properties or large investment portfolios.

In reality, estate planning is essential for anyone who wants to control the distribution of their assets after passing. Without a proper estate plan, Canadian families may face unexpected costs and delays, adding financial strain during an already difficult time.

At Wealth Guardian Group, we work diligently with clients of all economic statuses to craft personalized estate plans that respect their specific needs and wishes, ensuring their intentions are clearly articulated and legally protected, preventing unwanted surprises and guaranteeing a smoother transition for their families.

Wills

A will specifies how your assets should be distributed after your passing. Our in-house team helps you draft clear, legally sound wills that accurately reflect your wishes, ensuring a seamless transition of your estate to your beneficiaries.

Trusts

Trusts are powerful tools for managing and safeguarding your assets for the benefit of your designated beneficiaries. In Canada, they offer various capabilities, including minimizing estate taxes, ensuring financial support for minors or family members with special needs, and maintaining control over how and when your assets are distributed. Our in-house team assist you in establishing customized trusts that align with your unique goals and circumstances, providing peace of mind and financial security for your loved ones.

Probate

Probate is the legal process that confirms the validity of a will and oversees the administration of an estate under court supervision. At Wealth Guardian Financial Group, we educate you about the probate process and help you implement strategies to potentially bypass this often complex and draining procedure.

Power Of Attorney

A Power of Attorney grants authority to someone to manage your affairs in the event of your incapacity. Our in-house team assist you in creating this essential legal document, ensuring that a trusted person is empowered to make critical financial and medical decisions on your behalf according to Canadian law.
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Why Wealth Guardian Group

Personalized Estate Planning

Custom tailored to address individual, family, and financial specifics.

Expert Team

Our experts are highly qualified and continuously trained in the latest estate planning methodologies, offering you the best advice and rating available.

Asset Protection Strategies

Innovative solutions safeguard your legacy and protect your wealth across generations.

Empowerment Through Education

We prioritize client education, ensuring you understand the Infinite Banking strategy and how it can optimize your wealth accumulation and financial security.

Commitment to Long-Term Success

Beyond initial implementation, we remain committed to your financial well-being, continuously adapting and refining your Investment strategy to meet changing circumstances and maximize benefits over time.

Continuous Plan Reviews

Regular updates keep your estate plan relevant to life changes and legal shifts.

Ready to take your first step towards financial Success?

We are on a mission to redefine your
wealth building experience
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