Estate planning is about life – in the present and in the future.Most importantly, estate planning is about the life of your loved ones – and the peace of mind you get fromhelping to preserve their financial security.

By its very nature, estate planning is a difficult subject to discuss – even more so to plan for because it forces us to come to terms with our own mortality. Yet it’s

something you need to talk about openly with your loved ones today because you can’t do so after you’re gone – or after they’re gone.

Each person will approach estate planning differently, with personal motivations and expectations. No estate plan will be exactly like another. Estate planning

should be a reflection of your personal priorities and choices.

Rational motivation of Estate Planning

  1. Provide adequately for family members and/or other loved ones
  1. Ensure that your estate is distributed in the most timely manner possible after your death
  1. Minimize taxes – during your lifetime and, equally important, for the beneficiaries of your estate

Emotional Motivation of Estate Planning

  1. Gain comfort from knowing your loved ones are well looked after
  1. Feel secure knowing that settling your affairs will not add more stress to those grieving for you
  1. Rest assured that your estate will be distributed the way you wish

Why some one needs to do Estate planning

people mistakenly think that estate planning only involves will writing. This is part of the planning process, However you need other supporting documents to fully address your estate planning needs. Estate Planning

provides funds to cover funeral expenses, as well as immediate or long-term family living costs

  • Distributes the assets intended
  • Minimizes income tax and probate fees

provides benefits in hand to you heirs designates charitable gifts

  • Provides for the tax advantages of income splitting
  • provides assurance to business owner of their business continuity


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