Preparing Your Legacy

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May 11, 2017

Estate planning is about more than just preparing a Will. An estate plan can help you define your legacy, preserve your wealth, and provide you with tax-effective retirement income. Most importantly, it can give you peace of mind knowing you have prepared for the financial security of your family.

The Michael Fahy Group, backed by the resources of CIBC Private Wealth Management, can provide you with specialized support in developing a comprehensive estate plan. We offer expertise in financial and intergenerational wealth transfer solutions, including estate creation and preservation, estate-friendly investing, charitable giving, retirement income planning, tax minimization and more.

And, as part of that commitment, you can access two important complementary tools – a Planning Your Legacy brochure – that will help you understand this important process.

This invaluable document is immediately available as an eBook.

Planning Your Legacy offers you a comprehensive overview of the entire estate planning process. The easy-to-read material covers:

  • Estate Inventory
  • Your Will
  • Powers of Attorney
  • Charitable Giving
  • Planning Your Legacy
  • Estate Planning
  • Your Executor
  • Trusts
  • The Importance Of A Financial Plan

At The Michael Fahy Group, we believe that every individual should have an estate plan tailored to his or her personal circumstances. Developing a comprehensive financial and estate plan is a complex process that requires the expertise of a professional.

If you have any questions and to find out more about the Planning Your Legacy brochure please contact us today:

Michael Fahy, The Michael Fahy Group, CIBC Wood Gundy, 604-691-7207.