A Practical Guide to Inheritance Planning - Situational Financial Planning, Legal & ID Shield, Halifax, Nova Scotia, Canada

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A Practical Guide to Inheritance Planning

Estate Planning
Inheritance Planning Guide
J. Paul Wilson, CFP, CHFC

Naming your executor or estate trustee reflects the high standing you hold for another person, and is, perhaps, one of life's highest compliments.

When you entrust someone with the responsibility for administration and distribution of your personal assets to your family, friends and charities, it comes with a high level of responsibility and is not a tsk to be taken lightly.

ERAssure has prepared this simple to use "Inheritance Planning Guide" to help you through you own planning process. The guide is intended to raise awareness around some of the areas that may create challenges and raise risks for your executor(s), help gather information that will be helpful to them, and ultimately provide guidance and support to your executors(s) to help them administer your estate to the terms of your Will.

"2 weeks of solid work on your estate can be worth more to your family than the financial gains of the past 10 years"


Paul is a Certified Financial Planner (CFP) licensed by the Financial Planners Standards Council; Financial and Estate Plans are provided under that license.

The information contained in this website is intended to provide general guidelines only. The application and impact of the law can vary widely from case to case based on the specific or unique facts involved. Accordingly, the information in this article is not intended to serve as legal, accounting or tax advice. Users are encouraged to consult with their professional advisers for advice concerning specific matters before making a decision.

** Email Disclosure: For your convenience, you have the option of contacting by email. Please note that no email is 100% secure. Only provide us with your contact information and your question. Do not include sensitive information such as income, social insurance number.

J. Paul Wilson, CFP®, ChFC®
Certified Financial Planner
27 Blue Thistle Road Halifax, Nova Scotia, B3S 1M3
Office (902) 405-8665 Email  paul@jpw.ca
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