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Legacy Planning 

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Solve family and business legacy issues that are intensely personal 

We can help you solve family legacy issues that are intensely personal to you. This is one of the areas that is less appreciated about insurance, that there’s an emotional benefit that can be just as important as the financial one. Insurance can address family concerns that come with estate and legacy planning by helping avoid conflict that can arise from having to divide wealth or sell cherished assets at death. Life insurance provides a tax-free, lump-sum death benefit to your heirs. If you’re a business owner who requires liquidity to transition your assets or manage competing interests, insurance can be a practical and cost-effective option. The real value of insurance in these cases can be immeasurable.

Speak with a Scotia Wealth Management professional today