Tax & Estate Planning
Have an estate plan ready to manage an your assets in the event of your incapacitation or passing. This plan includes the bequest of assets to your heirs and the settlement of estate taxes.
Why do I need tax and estate planning?
If you only have a will in place and you die without an estate plan, any property and assets solely in your name will go through probate. This is an expensive process which can easily consume anywhere from 3% to 7% (or more) of the total value of your estate.
Get in Touch
Your financial future is shaped by the action you take today. We're here to provide you with unmatched service and a highly personalized approach to reaching your financial goals.
Phone: 705-742-RISK(7475)
Email: info@uncovertherisk.com
Address:
18 – 347 Pido Road
Peterborough, ON
K9J 6X7
Disclosure: Insurance products, including segregated fund policies, are offered through Uncover the Risk Financial, and Investment Representatives Mike English, Kate Miljevic, Paul George, Robert Kloosterman and Mark Jossul offer mutual funds and referral arrangements through Quadrus Investment Services Ltd. Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.
