Young and Frederick - ScotiaMcLeod Whitby

Estate planning addresses the fifth critical question (What will be the value of my estate?) but it goes much further than that. A well designed Estate Plan incorporates many solutions and is becoming a much more important part of our client’s financial structure. Estate Planning addresses wealth accumulation strategies designed to build your net worth. 

Estate planning incorporates business ownership issues such as succession planning and holding company organization. Estate Planning reviews your will and executor plans to ensure they are current and reflect your wishes.  Using tax reduction strategies, which are incorporated early in The One Strategy Process™ helps to achieve the objective of minimizing your tax bills either upon transfer of assets or your passing. 

Our Estate Planning also co-ordinates wealth transfer strategies between generations. The use of various types of Trusts, estate freezes or other tools at our disposal ensure your wishes are both respected and extremely tax effective. Proper estate planning adds significant value to your net worth, and a great deal to your retirement. Using the tools at our disposal Young & Frederick Investment Solutions work with your trusted advisors to organize and create the structure that reflects your wishes and produces tax efficiency.