Will and Estate Planning

Everyone knows the importance of regular health checkups with a doctor or regular car maintenance with a mechanic, but when is the last time you took a look at your will or estate plan? Is it due for a checkup? Have you experienced any life changes recently that require an update to your Will or estate plan? Most legal professionals recommend reviewing your plan every 3-5 years or any time you experience a major life event.  A life event refers to any significant change in your life such as:

  • Entering a new relationship,
  • Birth of a child or grandchild,
  • Disability of a dependent,
  • Divorce,
  • Starting, buying, or selling a business,
  • Changes in your financial position,
  • Retirement, and
  • Death of a life partner.

As a qualified client of RBC Dominion Securities, you have access to complimentary Will and Estate Consultation.  A Will and Estate Consultant can meet with you to discuss structuring the succession of your estate in an efficient and tax-effective manner, while honouring your future wishes.