When planning for your children’s future, it’s never too early to start. Whether your saving for their education, a deposit for a home, the means to buy their first car or to save for their wedding, family financial planning will help you accomplish your goals.

Estate planning is an essential part of wealth management and your Full Circle Financial Plan, particularly if your estate involves significant assets or complex issues.

When properly structured, an estate plan can reduce the taxes and expenses of your estate, simplify and speed the transition of assets to the next generation and ensure that your beneficiaries are protected.

Our Estate Planning Services include:

• Review your Will / Estate Plan

• Review methods of Transferring your Estate

• Review implications of dying without a Will

• Review Taxes at Death

• Life Insurance

• Review Personal Directives / Living Will

  *Only mutual funds activities are supervised by the Global Maxfin Investments Inc