Estate Planning

Share This Post

These are the Simple Points of Estate Planning:

Make an appointment with a lawyer for your will. While speaking with your lawyer you will be able to name your personal powers of attorney for your health and your property. These can be different people. With the will you can also name Trusties for your kids in case you prematurely pass away.

No one wants their kids raised by the wrong people or passed through the courts.

Name Beneficiaries. These people will receive the valuable items and cash within your estate.

Now it’s time to meet with a reputable Financial Advisor to talk about the beneficiaries for your Life Insurance and your Investments and make sure they are in order.

It’s on YOU to protect and provide for your family! This point can’t be stressed enough.

Please take the proper steps to plan for your estate.

Get in touch with us if you have any questions:

Subscribe To Our Newsletter

Get tools and tips to help you with your financial future.

More To Explore

Newton Financial Estate Planning for the Future

Lists

Estate Planning Essentials: Preparing for the Future

Estate planning is an essential process that not only protects your assets but ensures that your wishes are honoured in the future.

[email protected] November 25, 2024

Lists

The Benefits of Financial Advice After 35: A Guide to Evolving Financial Strategy

As individuals transition through various stages of life, financial goals and priorities often undergo significant changes, especially after the age of 35. This period often marks a pivotal phase where career growth, increased earnings potential, and changing family dynamics come into focus.

[email protected] October 22, 2024

*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.