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Estate planning

Getting organized to plan your estate is one of those tasks that we all want to put off indefinitely. But it won't kill you, I promise! ...and it is so important, no matter how much you own, whether you are single or married, whether you have children or not.

If you are still procrastinating, this series of information bulletins is meant to inspire you to action and help you through to the finish line.

Note: Family law varies from province to province. The information contained here is specific to the laws of the province of Quebec only.

There are five installments in all :

  1. What happens if you die without a will
  2. What kinds of wills are legally recognized in Quebec and which is best for you
  3. Preparing your will: tax tips and other important information
  4. What is a mandate in case of incapacity and why you need one
  5. Why life insurance is important and how much you need.

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© 2008 Sara Gooderham -
tél: (514) 281-8002 fax: (514) 281-8001

Please note: Sara Gooderham offers insurance and financial planning services as an independent representative under 'In the White Financial Services' and these services are offered independently of PEAK Securities. PEAK Securities inc., an IDA registered, full service investment broker, limits its responsibility to investment products such as stocks, bonds, and mutual funds. PEAK Securities inc. is a member of the Canadian Investor Protection Fund.