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"Our method is to create a personalized plan that considers your financial situation, goals, and objectives, including tax implications, to ensure your assets are protected and your wishes are fulfilled."
- Mitch McLean
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Estate planning is the process of organizing and arranging your financial affairs and assets in order to prepare for the future, including the distribution of your property and assets after death.
Estate planning typically involves creating a will, setting up trusts, and naming beneficiaries for financial accounts and insurance policies. The goal of estate planning is to minimize taxes and administrative costs, provide for loved ones, and ensure that your assets are distributed according to your wishes.
Estate planning also involves creating a plan for the management of your finances and healthcare in the event of disability or incapacity.
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Financial Advisor
Mitch McLean is a seasoned financial advisor based in Ottawa with over 16 years of experience. He provides financial planning services to clients throughout the entire province of Ontario, including Ottawa, Toronto, Mississauga, Brampton, Hamilton, Markham, Vaughan, and Kitchener.
If you're looking to schedule a consultation with Mitch to discuss your personal finance and financial planning goals, simply reach out to him by using the contact information provided below. You can also connect with him on LinkedIn, Twitter and Facebook!
In Canada, estate planning is relevant for individuals of all ages and income levels. Whether you are just starting out in your career, approaching retirement, or already retired, estate planning is an important consideration. Estate planning can help you ensure that your assets are protected, your wishes are respected, and your loved ones are provided for, no matter what the future may bring. But who needs to consider estate planning?
Estate planning can help ensure that your children are taken care of and protected if something happens to you.
Estate planning can help minimize taxes and ensure that your assets are distributed according to your wishes.
Estate planning can help simplify the distribution of your assets and reduce the administrative burden on your loved ones.
Estate planning can help ensure that your assets are protected and distributed according to your wishes, regardless of your marital status.
Estate planning can help ensure that you have a plan in place to manage your finances and healthcare if you are unable to do so.
Estate planning can help ensure that your retirement savings are protected and that your wishes for the distribution of your assets are respected after death.
There is no plan complete without ensuring your assets are distributed according to your wishes. To give you peace of mind, we provide you with an estate plan that forecasts your future net worth and how to plan accordingly.
Your planning needs should include a tax-efficient distribution of your assets. You should include this in your financial plan. An analysis of your family's needs is one of the most important considerations when choosing the right insurance.
You can learn more about our tax planning services here.
How important is it to you to give money to charities? To ensure tax-efficient distribution of your gift, we can prepare proper plans for gifting cash, securities or life insurance.
It can be challenging to decide how to leave a legacy to your heirs. Together with a legal professional and tax specialist, we can develop a trust plan to fulfill your important wishes.
Let's Chat!
Mitch McLean is an Ottawa based and estate planning advisor offering financial planning services across the entire province of Ontario including Ottawa, Toronto , Mississauga , Brampton , Hamilton, Markham, Vaughan and Kitchener .
If you are interested in scheduling a call with Mitch to discuss your financial planning and estate planning needs, then simply contact him below and please feel free to connect on LinkedIn and Twitter too!
Get in touch
Estate planning is the process of organizing and arranging your financial affairs and assets in order to prepare for the future, including the distribution of your property and assets after death.
Yes, legal fees for estate planning may be tax deductible in Canada, but this can depend on the specific circumstances and the nature of the legal services provided. It's best to consult a tax professional or financial advisor to determine if your specific situation would make the legal fees tax deductible.
Estate planning typically involves creating a will, setting up trusts, and naming beneficiaries for financial accounts and insurance policies. The goal of estate planning is to minimize taxes and administrative costs, provide for loved ones, and ensure that your assets are distributed according to your wishes. Estate planning also involves creating a plan for the management of your finances and healthcare in the event of disability or incapacity.
Estate planning can be done by anyone who wants to ensure that their financial affairs and assets are organized and protected, and that their wishes are respected. Estate planning is relevant for individuals of all ages and income levels, and is especially important for those with significant assets, complex financial arrangements, and/or minor children.
Estate planning is extremely important because it helps to ensure that your assets are protected, your wishes are respected, and your loved ones are provided for, no matter what the future may bring. By having a well-planned estate, you can reduce the stress and uncertainty that often arises during the distribution of assets and property after death.
Estate planning and a will are related but different concepts. A will is a legal document that outlines how an individual's assets will be distributed after death. Estate planning involves creating a will, but also includes a wider range of measures and considerations aimed at protecting an individual's assets and wishes, such as setting up trusts, naming beneficiaries, and creating a plan for the management of finances and healthcare in the event of incapacity.
Estate planning is relevant for anyone who wants to ensure that their financial affairs and assets are organized and protected, and that their wishes are respected. Estate planning is especially important for individuals with significant assets, complex financial arrangements, and/or minor children.
Estate planning in Canada is the process of organizing and arranging an individual's financial affairs and assets in order to prepare for the future, including the distribution of property and assets after death. Estate planning in Canada typically involves creating a will, setting up trusts, and naming beneficiaries for financial accounts and insurance policies, with the goal of minimizing taxes and administrative costs, providing for loved ones, and ensuring that assets are distributed according to the individual's wishes.
Estate planning fees may be tax deductible in Canada, but this can depend on the specific circumstances and the nature of the legal services provided. It's best to consult a tax professional or financial advisor to determine if your specific situation would make the estate planning fees tax deductible.
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