oaktree & associates
retirees
You’ve made it to retirement and that can be an exciting transition into a new segment of your life, it's important to ensure that your financial position allows you the freedom to spend time pursuing and enjoying your life's vision, dreams and goals.
At Oaktree & Associates, all of our wealth planning services for retirees are custom tailored to each client's specific vision, wants and needs as we understand that your situation is unique to you. Regardless of what plans you have for the future, our professional wealth management team can provide you with a plan that will allow you the certainty to pursue your goals you’ve worked hard to achieve.
Estate Planning
It’s all about families communicating while they still can.
A well-known fact is that more than half of Canadians don’t have a will, hence no Estate Plan.
By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a lasting legacy for your family. An estate plan is absolutely essential for organizing your financial affairs and providing for the well being of your family.
A common misconception is that only the wealthy need to concern themselves with estate planning. This misconception can result in significant unnecessary costs to the estate and additional burdens for survivors.
In fact, just about everyone can benefit from estate planning. Young or old, wealthy or middle class, an estate plan can reduce the taxes and expenses of an estate, simplify and speed the transition of assets to the next generation and ensure that beneficiaries are protected.
An estate plan is determining how you want your assets to be owned, managed and preserved during your lifetime and how you want them dispersed after your death. Why is it important to have a plan? It ensures a simple, tax-efficient and organized transfer of your assets to loved ones.