What is Estate Planning?

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I am always out visiting clients and I often get the same questions asked.  I thought it would be good idea to put them together for you.  This is the answer to what is Estate Planning?

Estate Planning ranges from wills, insurance, trusts and to probate.

Be sure to meet with a GOOD Lawyer, Accountant and Insurance Specialist to discuss your:

  1. Assets
  2. Debts
  3. Beneficiaries
  4. Power of Attorney
  5. Guardianship for children
  6. Trusts for children
  7. Who will be your executor

A very important point is to review and update these designations with any major life event so your family is protected.

Any Questions?  Please feel free to contact us any time.


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Jay Newton BA, CLU, CHS, EPC
Wealth Advisor
Newton Financial
Worldsource Financial Management Inc.

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*These posts are for educational purposes only and is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. Please consult an appropriate professional regarding your particular circumstances. Some of the information contained herein might be from sources believed to be reliable, however, we cannot guarantee that it is accurate or complete. The views expressed are those of the authors and writers only. Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. All other insurance products and related services are offered through Newton Financial Ltd.