Estate Planning

You’ve worked hard to accumulate assets and build your estate and you want to pass along as much as possible. SCU Wealth Consultants specialize in providing quality advice to protect the value of your estate and ensure that your beneficiaries receive the fruits of your labour. We offer a number of plans that allow you to accumulate money on a tax-deferred basis to pay necessary costs, such as probate fees, capital gains, and taxes on registered assets.

:: SPREAD THE WORD

Do the people who matter most to you know about your life insurance policy? After all, your coverage is designed to benefit your loved ones. And while we may have the details of your coverage, it’s essential to educate your family or other beneficiaries about your insurance.

You can spare your loved ones a great deal of anxiety and ensure they benefit as soon as possible by sharing your wishes for the policy proceeds and creating a list of essential information that includes:

In addition to leaving a copy with your lawyer and in your safety deposit box, we also recommend you consider distributing to important family members. It’s also a good idea to have a discuss with key family members and beneficiaries about your insurance coverage and reasoning for your decisions to prevent problems down the road.

Call Wealth Management today at 1.800.728.6440. We can assist you with a strategy to educate your loved ones about your insurance coverage.