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Estate Planning Brampton

We're Here To Help Make The Estate Planning Process As Simple As Possible

An Estate Plan is meant to ensure your loved ones are looked after financially when you pass away. It also looks after distributing your assets the way you want them to be, as tax efficiently as possible. No matter your age, if you have assets, and especially if you have a partner, children or other dependents, you need an Estate Plan.

The thought of making an Estate Plan might seem overwhelming, but really there’s not much to it. Our financial advisor is here to walk you through the process, answer your questions and offer honest, sound advice.

What Is Estate Planning & Why You Need It

Estate planning is the process of making sure you have an up to date will and power of attorney for property and health care, that all of your accounts have named beneficiaries so that they transfer smoothly and as tax efficiently as possible and that you have enough life insurance to cover debt (like a mortgage or line of credit) and to cover living expenses for your dependents. It also helps you decide how to divide assets equitably, if that’s your goal, as it’s sometimes not as straightforward as it appears.

Having a good plan in place is important for several reasons:

Things We'll Discuss

During your consultation with Frank Gasper, he’ll take the time to get to know you and your goals and likely ask you questions such as:
We understand how difficult and stressful it can be to talk about these things. Frank is a caring and compassionate professional who will help bring you peace of mind knowing that your estate will be executed as you wish and that your loved ones will be well taken care of financially.

Wills and Estates Can Be Confusing, But They Don't Have To Be

One of the most important things to understand about wills and estates is that they don’t have to be confusing. We’re here to help you every step of the way, from understanding your options to figuring out the best way to distribute your assets. Our advisor has vast experience and knowledge in the industry and will work with you to create a plan that’s tailored specifically to your needs. Helping clients and their families in Brampton, Ontario and surrounding areas manage and plan a thorough estate plan is a passion of Frank’s, as well as helping clients find the right life insurance policy for them and more.

Contact CSR Wealth In Brampton, Ontario Today

If you’re looking for estate planning advice in Brampton, our team at CSR Wealth is here to help. Contact us today to book a consultation with Frank Gasper! He can assist you in a friendly and caring manner and ensure your wishes come true.