What Every Client Needs To Know About Estate Planning In Sixty-Four Words

Everything you own now and every dollar you acquire in the future will end up in one of three stacks.  You will spend it while you are alive.  You will lose it.  You will give it or leave it to someone else.  Spend it, lose it, or leave it.  There are no other choices.

Can we agree that losing is not the best option?

Don Shaughnessy is a retired partner in an international accounting firm and is presently with The Protectors Group, a large personal insurance, employee benefits and investment agency in Peterborough Ontario. don.s@protectorsgroup.com

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