Estate Planning Saint John, New Brunswick
Estate Planning Saint John
Health Plans
Life Insurance
Critical Illness Plans
Long Term Care
Disability Insurance
Estate Planning
Convert Health Benefits
Group Plan Benefits
Mortgage Protection
Savings account
Coverage for children

RRSP- LIRA Retirement

Credit & Mortgage
Travel Insurance
Contact us

















Estate Planing Saint John New Brunswick
We offer this as a Free Confidential Service to our Clients.

Saint John, New Brunswick and Surrounding areas.

An estate plan is a written expression of how you want your assets to be owned, managed and preserved during your lifetime and how you want them disposed of upon your death. See more on Estate Planning considerations.

How is an Estate Plan Created?
This process involves a careful analysis of your assets and how they are owned (real estate, securities, business interests, life insurance, retirement plan benefits and other property) and a decision about whether you should create a lifetime trust or a trust in your will. These trusts are legal methods available to minimize various taxes and the costs of administering your estate upon your death. Your attorney will want to discuss wills, trusts, business interests, life insurance, Social Security benefits, long-term care, charitable giving, special needs for disabled or elderly, taxes, estate administration expenses, etc.

With a properly designed estate plan, you’ll be assured of the welfare of your family and the education of your children. You will know that taxes will be at a minimum and that your assets will go to your intended beneficiaries.

Distributing your estate to children or spouse.
Common wealth transfer and estate mistakes video.

Here's what we do

  • Clarify your financial position as it stands today, describe the alternatives and options open to you and make recommendations.
  • Explore ways of increasing the value of your assets
    - for your benefit and for that of your beneficiaries.
  • Estimate the tax liability on your investments and estate and explore ways to reduce your tax liabilities.
  • Review your will and business documents such as shareholder agreements.
  • Examine the liquidity in your estate. Is there enough cash to pay final expenses and taxes from the assets that you have? This includes a review of the life insurance and disability insurance.
  • Determine if your current level of savings will meet your retirement objectives and suggest ways to maximize your retirement income.
  • Explore ways to reduce taxation through personal and/or business planning.
  • Suggest options for business succession planning.

    Estate Planning Video The Importance of
    owning a Will video.

    Estate Planning Services
    Saint John, New Brunswick
    Call 506 214 5433


Health Plans Life Insurance Critical Illness Insurance Long Term Care Insurance
Disability Insurance Estate Planning Group Conversion Business Solutions contact_us

Estate Planning and Administration for Saint John and Southern New Brunswick