Personal Financial Planning
- Do you have a will?
- When was it last reviewed and revised?
- What would happen to your business if you were knocked down by a bus tomorrow?
- How would your family survive?
- How would they replace your income?
- When do you plan to retire?
- How are you financing that?
- Will there be sufficient funds in your pension plan by the date you have in mind?
These are just a few of the questions we deal with when looking at our clients' personal financial planning issues.
Each one is aimed at a specific potential problem or scenario with a tailor-made solution the only answer.
- Do you know what will happen to your assets if you die without a will?
- What taxes are likely to fall due upon your death?
For the sake of your loved ones, please consider these questions, and, if you don't know the answers, or they scare you, please call us to discuss these situations. We know that some of the topics might be a little morbid, but it's much better for you to cover them now, than for your surviving family to have to deal with them after you are gone.
Hopefully, they'll never have to, but do you really want to leave that to chance?
Over the years, Joe Truscott has written many individual income tax and business articles which have been posted here for you to review. You can also review many additional articles that have appeared in his quarterly client bulletin called Business Matters.
Please Call Us Today at 905-528-0234 to Discuss Any Concerns You May Have.
