The difficult conversation worth having

ESTATE PLANNING

Estate planning is something many of us don’t want to discuss – it can be difficult to talk to your loved ones about what will happen in the event of your death. However, that difficult conversation is worth having, even if you think you don’t have much in terms of assets or liabilities.

Let our trained staff walk you through all of the necessary steps, and give you information on how to best approach the topic.

What is estate planning?

Planning for the future of your estate ensures that there is a plan for your assets, and that your loved ones are not left with debts. Estate planning in the Hayter & Associates office is highly personal and unique to each individual, which is why we recommend sitting down with one of our trained staff to discuss all that is involved. Even if you have Powers of Attorney and a Will, there may be more to the picture than you realize.

From taxes on estates, disbursement of assets, filing the final tax return, and every other step – we are here to help you plan to eliminate the uncertainties around your estate.

Logo of Canadian Institute of Cerified Executive Advisors

Is Hayter & Associates Qualified?

Absolutely. Glenn Hayter, President of Hayter & Associates is a Certified Executive Advisor. This means that This comprehensive certification course from the Canadian Institute of Certified Executive Advisors combined with 30 years in business make Hayter & Associates uniquely qualified to handle you or your loved one’s estate.

You can read more about the importance of working with a Certified Executive Advisor by clicking HERE. If you have recently found yourself in charge of an estate, or have questions about your own, give us a call and we can help.

Do I have an estate?

Yes of course! Your estate is essentially your net worth – the sum of your assets less your liabilities (or debts). Your estate will change throughout your life as you acquire assets and take on liabilities so it is good to keep up with estate planning throughout your lifetime.

Your assets (which is what you own) can include savings, investments, trusts, personal real estate, and other high value goods like vehicles. Your liabilities can include credit card debt, a mortgage, student loans, and any other indebtedness.

Have Any Questions?

Have questions or need more information? We’re here to help! Feel free to reach out with any questions or inquiries you may have.