Estate Planning Seminar

Deprez and Associates Private Wealth Management is a second-generation financial planning practice, serving clients across the prairies, with a focus on Winnipeg and the Interlake. With a team-based approach that instills our family values of honesty, integrity and an unwavering commitment to multi-generational comprehensive financial planning when helping affluent families, professionals, and business owners in the areas of comprehensive financial planning.

Join us for an Estate Planning Seminar on November 6th from 2-3pm, tailored specifically for individuals aged 50 and up. It is located at the IG Wealth Management office, with doors opening 30 minutes before the session. Appetizers and refreshments will be provided.

Key Topics include:

• The Importance of Wills, Powers of Attorney (POA), and Medical Directives:
  Understand why these essential documents are the cornerstones of any effective estate plan. We’ll discuss how they ensure your assets are managed according to your wishes and how they provide guidance for your care if you’re unable to do so.
• Beneficiary Assignments: When They Do and Don’t Make Sense:
  Learn the advantages and potential drawbacks of using beneficiary designations. We’ll explore scenarios where beneficiary assignments align with your goals and when other strategies might be more appropriate.
• Passing Cherished Assets to Loved Ones:
  Explore methods to ensure your most treasured assets are passed down in a way that reflects your values and maintains family harmony.
• Estate Planning in Blended Families:
  Discover strategies for creating a fair and balanced estate plan that addresses the unique challenges of blended families, ensuring that all loved ones are considered and provided for.
• Providing for Beneficiaries with Disabilities:
  Delve into specialized planning techniques to protect the financial future of loved ones with disabilities while preserving their eligibility for essential benefits.

· Taxes and Capital Gains Changes:

Stay informed about the latest changes in taxes and capital gains, and understand how these changes could impact your estate plan.

• The Role of Life Insurance in Estate Planning:
  Consider how life insurance can be a powerful tool in your estate plan, from covering estate taxes to providing liquidity for your heirs.

This seminar is ideal for pre-retirees, retirees, and anyone interested in ensuring their estate is properly structured to meet their family’s needs.

Host or Publisher Deprez and Associates Private Wealth Management