Do you assist in Estate Planning?
With decades of exp., in the insurance, wealth and taxation industry, WFSI can assist in preparation of an estate, as well as, show you how to pay estate taxes for pennies on the dollar. Additionally, we specialize in assisting, the executer, in working with, the probate process and final taxes. Lack of assistance in those areas is a common error and can cost thousands of dollars to be paid to the Govt. of Canada instead of your beneficiary.
When should I start planning my Estate?
Estate planning starts the same day you start your first job, failing to take your retirement, is a very common error that can cause, your estate to go to govt. agencies and not your next to kin. WFSI, helps you in your estate planning and assist you in making sure your money goes to where you want it to.