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ESTATE PLANNING

Most people would rather go to their dentist for a root canal rather than work on their estate plan.  Why is that?

Do we not want to confront our own mortality?  Perhaps this topic forces us to confront some challenging and difficult questions?

This course, complete with printable materials, covers:

  • How to keep the tax man out of your estate

  • The use of Trusts to protect assets and create legacy

  • Strategies for reducing estate erosion

  • Does it always make sense to reduce probate costs

  • Criteria for choosing an executor and power of attorney

  • What happens if you die without a Will

  • The role of life insurance in estate planning


 

RETIREMENT PLANNING

 

 

Course Coming Soon 

INVESTMENT PLANNING

 

 

Course Coming Soon 

Assante Capital Management Ltd.

1345 Taylor Avenue Winnipeg Manitoba, Canada R3M 3Y9

Email: HWG@assante.com
Tel:  204-977-8022

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Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.  The services described may not be applicable or available with respect to all clients.  Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties.  Some services and products may not be available through all Assante advisors.  Services may change without notice.  

© 2017 by Humphries Wealth Group

© 2018 Assante Wealth Management

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