Thinking about your legacy?
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Thinking about your legacy?
We’ll get you there.
As humans, we go to great lengths to avoid thinking about our own mortality or the mortality of those we love. It’s no wonder so many of us avoid the important job of estate planning.
The reality is that estate planning is about embracing the present and providing a secure future for the people in your life. It’s also about ensuring that the physical and financial assets you’ve worked so hard to earn are distributed without unnecessary taxes or legal fees.
Whether outlining intended beneficiaries, business succession planning or enduring power of attorney to someone to make your medical decisions – a proper estate plan stands to benefit you in life and is a gift you give your family after you pass away. At VCU Financial, we can help you structure a solid estate plan for every stage of your life.
As humans, we go to great lengths to avoid thinking about our own mortality or the mortality of those we love. It’s no wonder so many of us avoid the important job of estate planning.
The reality is that estate planning is about embracing the present and providing a secure future for the people in your life. It’s also about ensuring that the physical and financial assets you’ve worked so hard to earn are distributed without unnecessary taxes or legal fees.
Whether outlining intended beneficiaries, business succession planning or enduring power of attorney to someone to make your medical decisions – a proper estate plan stands to benefit you in life and is a gift you give your family after you pass away. At VCU Financial, we can help you structure a solid estate plan for every stage of your life.
Support for estate planning
When people think of an estate plan, they usually think of creating a Will. But estate plans are actually a bundle of important legal documents together. These include:
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a valid will
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Enduring Power of Attorney document
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Personal Directive document
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life and disability insurance information
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Any good estate plan should be reviewed and updated regularly. Major life events like marriages, big financial changes, the birth of new children, etc. are a good opportunity to review your estate plan and ensure it's still accurate.
From the documents to the law, business concerns to enlisting legal services, there's a lot to think about in estate planning. We can help you navigate the planning process, evaluate your financial needs as they pertain to your estate and let you know when other services are required (legal, accounting, etc). Get started on your estate plan today.
Our services
Investing
You work hard for your money. We’ll work hard to help you grow it with an investment portfolio designed for you.
Retirement planning
When it comes to planning for retirement, there’s no time like the present. Find out how you can make your retirement dreams a reality.
Estate planning
A good estate plan is about more than distributing assets, it's an opportunity to take control of the legacy you leave.
Education planning
RESPs: Save for your child’s post-secondary education with tax-sheltered contributions and earnings while supplementing your contributions with government grants.
Employee benefits
A good employee benefits package can help you attract, retain and motivate employees. We can help with that.
Insurance
Safeguard your family’s future with an insurance strategy customized for your life.
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