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Where Do You Go from Here?
While creating an estate plan is not necessarily an arduous task, it
does require a commitment of some time and resources.
The following tips should be considered as you begin this process:
- Follow the steps outlined in Creating Your Estate Plan.
- Develop your estate plan with the assistance of your accountant,
lawyer, notary and investment advisor.
- Ask an RBC Dominion Securities Investment Advisor about a
financial plan. A financial plan will assist you through the
evaluation phase of your estate plan.
- Implement your plan. The most significant hurdle facing you
is time.
- If you require additional insurance coverage, contact your RBC
Dominion Securities Investment Advisor. A variety of insurance products
from many of Canada's leading insurance companies are available through
RBC Investments.
- Revisit your estate plan every two to three years to determine if
it is still in keeping with your objectives.
For additional information regarding estate planning, please
contact an advisor. Or,
ask an advisor to contact you.
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