Protecting Your Estate


It’s not a fun topic to discuss, but estate planning is a necessary part of your financial checklist. If the worst were to happen and you don’t have your financial affairs organized, you could potentially leave your family with a mess to sort out. Taking care of your estate, will ensure that your money stays in the family and not in the hands of the taxman, lawyers or that least-favourite Uncle.Our team can help navigate you through the following essential steps of estate planning:

  1. Drafting a will
  2. Assigning a Power of Attorney
  3. Updating your beneficiaries
  4. Organizing your paperwork

Call the Rusnak team to learn more about how we can assist with your own estate at (866) 826-7903 or fill out the below form.

 

Protecing your Estate

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