Lambe & Associates, Inc.

INFOclip: Protecting Your Estate

Over the years you’ve accumulated an estate consisting of registered savings, non-registered savings, property, maybe even a business. And when you pass, you want to make sure that your family or a favourite charity receive as much of your estate as possible. Smart thinking!

However, the reality is that if you don’t structure your estate effectively, much of it could end up in the hands of the government as taxes or distributed to heirs in a way contrary to your wishes. So, how can you prevent your estate from being distributed incorrectly? Proper estate planning is key.

Watch this video to learn how you can avoid estate pitfalls and ensure that your hard-earned savings fall into the right hands.

For more information on how to protect your legacy, read Protecting Your Estate. And if you have any questions, be sure to contact us!