Estate Planning
If you have accumulated assets during your lifetime, you likely will want to ensure that wealth transitions cost effectively.
Personal Record Keeper
Take the time to document the important information in your life, such as your household accounts, savings and insurance plans, and who your professional advisors are. Not only is this a convenient way to keep a better handle on your personal and financial information, it also becomes an invaluable tool for your loved ones should anything happen to you.
Will Planning Checklist
There are many decisions you will have to make when you draft a Will. If not thoroughly considered, some of these decisions can have unintended consequences.
Having Crucial Conversations
Estate planning is done to prepare families for the financial circumstances when a loved one passes away.
Guide to passing on wealth
Planning for death is difficult, because it’s an emotional topic. However, to preserve wealth, it’s important to employ a checklist to enable a thorough discussion and encourage trigger questions.
Executor’s Handbook
When you become an Executor you are really becoming a legal Trustee with all the rights and responsibilities that come with that position. This handbook provides you with a solid overview of estate settlement and will hopefully provide you with some useful information and tools to expedite your responsibilities in a timely and competent fashion.
Jeffrey McKay, Manulife Wealth Inc. and Manulife Securites Insurance Inc. ("Manulife Wealth Inc.") does not make any representation that the information provided in the 3rd Party articles is accurate and will not accept any responsibility or liability for any inaccuracies in the information or content of any 3rd party articles. Any opinion or advice expressed in the 3rd party article, including the opinion of a Manulife Wealth Inc. Advisor, should not be construed as, and may not reflect, the opinion or advice of Manulife Wealth Inc.. The 3rd party articles are provided for information purposes only and are not meant to provide legal accounting or account advice.