Title: Actionable steps to develop preventive maintenance
15 COMMON MISCONCEPTIONS ABOUT ESTATE PLANNING
Many canadians dont fully understand estate
planning and how it can help individuals manage
and transfer their wealth.
2INTRODUCTION
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
3Estate Planning is For The Rich
01
4Estate Planning is For the Old
02
5Estate Planning is All About Death Taxes
03
6Government Gets All Your Wealth
04
7Estate Planning is About You
05
8Conclusion
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.
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10OUR SERVICES
11OUR TEAM
Jim Kew Financial Planner
Scott Kew Financial Planner
12780-449-6292 Jim.kew_at_kewcorp.ca Scott_at_kewcorp.ca
CONTACT US
13THANK YOU! www.kewcorp.ca