Estate Planning

The main objective of ESTATE PLANNING is to ensure that your personal property, your estate, whatever its size – is managed effectively during your lifetime, and that your wishes will be carried out effectively after passing away. This includes the orderly distribution of assets upon death and minimization of taxes.

Estate planning is not just needed by high-income earners. Every parent, spouse, business or professional person should have an estate plan, as should every grandparent and great-grandparent. Generally speaking, an estate plan is necessary for every person who needs/wants to create an estate, conserve assets or set out plans for the distribution of their assets as income to themselves during their lifetime, or to their spouse, children and descendants after their death.

A rolled-up "Last Will and Testament" document tied with a black ribbon rests beside a vintage pocket watch on a wooden surface. A fountain pen lies nearby, suggesting themes of time, legacy, and inheritance.

An estate plan can help with:

  • Preserving wealth by taking advantage of tax savings opportunities
  • Providing and preserving savings for retirement
  • Providing adequate support for dependants, conserving assets, ensuring equity in estate distribution

Broadly defined, an estate plan addresses the need for protection, control and reasonable tax treatment.

Contact Us

Karen Mason is a Certified Financial Planner, a Chartered Life Underwriter and a Certified Health Insurance Specialist. She has been involved in Financial Services since 1983. Her background includes management roles such as trainer of financial advisors and development manager. She has worked extensively in the fields of tax and estate planning, retirement planning, business succession planning, farm transfer planning, charitable giving, life, disability, critical illness and long term care insurance.

Please enter your name.
Please enter a message.
You must accept the Terms and Conditions.

Mason Financial

5715 Sooke Road
Sooke, BC, V9Z 0C4

Phone: 250-642-0776
Toll Free: 1-866-888-0557
Email: [email protected]
Web: MasonFinancial.net

Serving the communities of:
Sooke, Langford, Colwood, Metchosin, Victoria, Oak Bay, Royal Oak, Sidney, Brentwood Bay, Vancouver Island, British Columbia

Footer

Privacy PolicyCookie Policy
©2007-2024 Mason Financial. All Rights Reserved.