What is Estate Planning?

Estate planning is about your family and loved ones – and the inner peace you get from preserving their financial security.

For many individuals, estate planning is a difficult subject to discuss and even more so to plan for as it brings up topics of their own mortality. However it is indeed something you need to talk about with your family and loved ones as you can’t obviously do so after you’re gone. And remember that as no estate plan is exactly the same, your plan should be based on your personal priorities and goals. Every estate plan has essentially three core aspects and goals:

1. Leaving assets and providing for your family and other loved ones

2. Ensuring that your estate is distributed in the most efficient manner possible

3. Minimizing taxes and Probate Fees – This refers to minimizing these expenses both during your lifetime and for your beneficiaries

Regardless of your reasons, beginning the estate planning process is an integral step to any properly designed wealth management strategy. An Optimize Advisor is ready to take that step with you and create an Estate Plan specific to your particular goals and objectives.

Learn More About Our Estate Planning Process


If you are looking for holistic advice which covers your entire financial situation, we would be keen to discuss how we could work with you and your family. An Optimize Advisor is always ready to take that step with you and design a financial solution specific to your particular goals and objectives.

Need Advice? Speak to an Optimize Advisor today and receive a Complimentary Plan to achieve your specific goals!

Call 1-866-209-6862 or fill out the form below.

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