Have plans in place—to protect what matters most, retain more of your assets and efficiently transfer your wealth—and help ease the burden on your loved ones.
Are you prepared for life’s what-ifs? As challenging as discussions around estate plans may be, having them can help ensure your objectives, assets and beneficiaries are taken care of, which can offer you peace of mind.
An up-to-date estate plan can reduce estate taxes and expenses, simplify the transition of assets and ensure your loved ones are secure in their financial future after you’re gone. At RBC Wealth Management, you can rely on our experience in helping our clients discuss and carefully plan for what can often be a sensitive topic.
We take the time to understand your circumstances, wishes and intentions. With that in-depth knowledge, we can provide Will and estate planning recommendations that are consistent with your objectives. Depending on your situation, this may include:
Your RBC Wealth Management advisor and our team of specialists are here to provide guidance and help ensure your objectives and the full scope of your situation are considered as part of your estate plans. Let us assist with weighing the costs and benefits of different courses of action, and work with your own tax and legal advisors as part of the process.
Create the legacy you envision with help from an RBC Wealth Management advisor.
A personalized plan can help make it easier for you to manage your wealth, so you can focus on what’s important to you and your family.
Make the most of your wealth with strategies that can help you protect your assets and address your individual or family tax situation.
Create an enduring family legacy, simplify your estate and pass down your wealth and values with personalized planning.