Okotoks Estate Planning - (403) 252-7841
You’ve been successful in managing your money throughout your life, but now you must think beyond that to the financial security of your survivors. Sound advice from a professional estate advisor will give you peace of mind that your money, property, and assets are properly distributed after you are gone. John L. Doney CPA has successfully helped many individuals in and around Okotoks plan for the future financial security of their loved ones. Whatever your economic situation may be, it is never too early to start planning for your financial future. Why not start planning today? We can help you define your estate planning goals and provide you with the best options for your specific situation.
Will and Trust Preparation
Your will outlines how your assets will be distributed, as well as who will administer your assets, in the event of illness, incapacity, or death. Failure to obtain a will can result in complex legal entanglements, which could prevent your assets from being distributed properly.
If you have a life insurance plan or retirement savings plan, it is important that the individual you want to receive the money is clearly stated. Naming a beneficiary will ensure that the insurance money will be passed to them without taxes or probate fees.
Charitable giving is a wise decision for those who wish to give back. In addition, it can also help reduce taxes at the time of death.
Specify your wishes with John L. Doney CPA
Estate planning on your own can be a daunting and confusing task. Allow John L. Doney CPA to be of some assistance. We understand that estate planning varies from client to client, which is why we address each situation with individual care. When you join up with John L. Doney CPA, you will benefit from a team of professional estate advisors who will be with you every step of the way to organize and review your estate planning documents with your unique situation in mind. If you are in Okotoks or the surrounding areas and in need of our estate planning services, please do not hesitate to contact us.