Individual Estate Planning

Delivering Professional Investment, Planning & Insurance Services to Greater Victoria for over 40 years.

Your Estate And Your Wishes

Having a proper estate plan in place gives you the opportunity to make your wishes known, and to ensure that those who depend on you have the resources they need to continue. Its crucial that you have an up-to-date will, power of attorney, advance directives to doctors, an executor, specified funeral wishes, selected a guardian for children or dependents and have liquid assets to pay taxes and to settle your estate.

Revising Your Estate Plan

Naturally, there are life events that require you to reconsider your estate plan and make changes to it accordingly. Events like this could be marriage, divorce, having a child, selling or starting a business and more.

Minimizing Taxes

An effective estate plan that is prepared well in advance should work to limit the tax liabilities your heirs will encounter when settling your estate. The Wright Brothers believe in leaving as much of your assets as possible to your heirs, and not the government.

Special Considerations

There are some circumstances that require special considerations when preparing an estate plan. These might be family-owned businesses, disabled dependents, or families that require care for elderly members.

Your Next Steps

Contact an Advisor Book a Phone Call Book a Zoom Video Call Book an in Office Meeting

Curious About Your Financial Needs In Retirement?

Get a professional opinion. The Wright Brothers offer a complimentary financial needs analysis tool. To take advantage of this please download the tool and follow the provided instructions.

Download Financial Needs Analysis