Many believe that Estate Planning is only for the wealthy and elderly, a common misconception. CIC assists you in establishing a well-prepared estate plan that allows you to choose your beneficiaries, maximize your assets and minimize your taxes and costs.
Most importantly, we give you peace of mind in knowing that your estate will be handled as you intended. The point of estate planning is to prepare for the unexpected and there is no better time to plan than now.
We also assist your Beneficiaries/Executors with the following:
- All paperwork relating to transferring your accounts
- All insurance claim forms and Employer Pension
- CPP Death Benefits, OAS Survivor Benefits
- Final Tax Return and Estate Return