Advanced planning
Our goal in this section is to help you feel confident in managing your money in the way that best fits you and your goals.
In this section, you will look at wills and estates, insurance, charitable giving, trusts, and wealth transfer.
Wills and estate
Key aspects of estate planning - specifically the benefits of Wills and POA / Mandates.
Insurance
Key aspects of insurance - specifically the different types, how they work and what they are used for.
Charitable giving
Uses of money, methods of giving, planning for charitable gifts and the tax advantages.
Trusts
Critical parties to a trust and how they are created, governed and generally taxed.
Wealth transfer
Key considerations in the wealth transfer process: Wills & Estates, Insurance, Charitable Giving, Trusts and Financial Planning.
