Could a beneficiary be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the beneficiary? Are there taxes that can be avoided? Planning what happens to your estate when you are gone can seem frustrating and intimidating without qualified help. You may feel you are too young to care about estate planning or perhaps the reminder of death makes you uncomfortable. You might be tempted to put the whole thing off, assuming it will just take care of itself. In all cases, estate planning ends up saving your family a lot of time and money.
Suite 620 - 1445 Portage Ave
Winnipeg, Manitoba R3G 3P4
(204) 943-2441
info@heartlandcpa.com