PASS ON YOUR MONEY

Adept estate planning involves more than just “making a will.” There are many other key elements, including:

  • powers of attorney
  • beneficiary designations
  • nature of property ownership
  • trusts
  • selecting the “right” executor (liquidator in Quebec)
  • probate and tax planning.

Your team at Watermark Wealth Management, along with our legal partners, can assist you in developing and implementing an integrated, effective estate plan.

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