5 common misconceptions about estate planning - PowerPoint PPT Presentation

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5 common misconceptions about estate planning

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Many canadians don’t fully understand estate planning and how it can help individuals manage and transfer their wealth. – PowerPoint PPT presentation

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Title: 5 common misconceptions about estate planning


1
5 COMMON MISCONCEPTIONS ABOUT ESTATE PLANNING
Many canadians dont fully understand estate
planning and how it can help individuals manage
and transfer their wealth.
2
INTRODUCTION
Statistics reveal that 6 out of 10 Canadians do
not have a retirement plan. When you think about
estate planning, what comes to mind? For most
people, estate planning is all about what happens
when someone dies. Smooth wealth transfer, tax
minimization, reduced number of legal issues are
all benefits of estate planning. Lets take a
look at the common misconceptions of estate
planning
3
Estate Planning is For The Rich
01
4
Estate Planning is For the Old
02
5
Estate Planning is All About Death Taxes
03
6
Government Gets All Your Wealth
04
7
Estate Planning is About You
05
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Conclusion
Divide your assets the way you want them to be
divided. Use Estate planning to transfer your
wealth to whoever you want in a tax-efficient and
time-efficient manner. Consult a financial
planner to get your estate planning affairs
streamlined. Contact Kewcorp Financial if youre
located in Edmonton.
9
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10
OUR SERVICES
11
OUR TEAM
Jim Kew Financial Planner
Scott Kew Financial Planner
12
780-449-6292 Jim.kew_at_kewcorp.ca Scott_at_kewcorp.ca
CONTACT US
13
THANK YOU! www.kewcorp.ca
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