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  • Edmonton Financial Planner

Estate Planning Is Critical To Your Financial Security

David Miller, Edmonton Financial Planner, Can Help With Your Estate Planning

Estate planning does not come easily to some people. They may not like thinking about unpleasant events. Others don’t know where to start, or may not know about the important issues to consider when arranging their financial affairs. Good financial planning can help to relieve you of uncertainty and worry. With David Miller, Edmonton financial planner, you can rest easy that your affairs are in order, regardless of what the future holds.

Do You Need Estate Planning Services?

You may think that estate planning is only for the very rich. The truth is that many people can benefit from the advice of a good financial planner. The services not only prepare a will for the final eventuality, but also create a method for deciding on your medical care if you are unable to make decisions yourself. They can also help you to set up a system to distribute your assets. Working with a planner can also help to minimize taxes, as well as value your assets appropriately. If you are involved in a business, there may be complex issues of succession, partnership and distribution of assets. These matters can all be covered with an experienced estate planner.

What Issues Are Involved in Estate Planning?

An estate planner can help you to draw up a will for distributing your assets. A planner can assist in including all relevant assets into the document. Estate planning also involves choosing an executor for your estate, an individual you trust who will ensure your assets are distributed to your dependents or beneficiaries, according to your wishes. Planning also involves dealing with medical issues, such as determining who gets power of attorney, who handles your finances if you are incapacitated, who decides on your care if you cannot and how much medical treatment you wish to have at end of life. Each individual may have unique issues that may need to be addressed during estate planning. Working with your attorney, an estate planner can ensure that all details are properly managed.

Choose David Miller For Your Financial Planning Needs

An experienced Edmonton financial planner can answer all your questions about complex issues involved in estate planning, so you understand the legal and financial repercussions of your decisions. We help our clients with a wide range of financial issues, including retirement planning, insurance analysis, education planning, tax minimization and debt management. Call us today to learn how financial planning can help to ensure security for you and your family.

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