Avoiding Common Estate Planning Insurance Mistakes in Ontario

1
AVOIDING COMMON
ESTATE PLANNING INSURANCE MISTAKES IN ONTARIO
2
ESTATE PLANNING INSURANCE IS AN ESSENTIAL
COMPONENT OF ANY COMPREHENSIVE
FINANCIAL PLAN. IT HELPS INDIVIDUALS

• PROTECT THEIR ASSETS AND ENSURE THAT
• THEIR WISHES ARE CARRIED OUT AFTER THEY PASS
  AWAY.
• HOWEVER, IT' S NOT UNCOMMON FOR PEOPLE TO
  MAKE MISTAKES WHEN IT COMES TO ESTATE
• PLANNING INSURANCE. THESE MISTAKES CAN
• LEAD TO UNINTENDED CONSEQUENCES AND CAN
  BE COSTLY TO FIX. HERE ARE SOME COMMON
• ESTATE PLANNING INSURANCE MISTAKES TO
  AVOID IN ONTARIO

3
Mistakes
NOT HAVING AN ESTATE PLAN
1
2
FAILING TO REVIEW AND UPDATE YOUR ESTATE
PLAN NOT CONSIDERING TAX IMPLICATIONS
3
4 CHOOSING THE WRONG BENEFICIARIES
NOT WORKING WITH A QUALIFIED PROFESSIONAL
5
4
TO READ MORE IN BRIEF!
FIND THE FULL DETAILED ARTICLE WITH ALL DETAILS,
HERE - HTTPS//WWW.JETIMMIGRATION.CA/
5
CONTACT US
1 416 - 707 - 9900 info_at_ sjfinancial.
ca https//sj f inancial .ca/
AT SJ FINANCIAL, WE OFFER THE BEST ESTATE PLANNING
INSURANCE TAILORED TO YOUR UNIQUE NEEDS AND GOAL
S.