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Estate Planning

Estate planning will allow you to be remembered the way you want. It facilitates the distribution of your assets according to your wishes and gives purpose to what you've accomplished in your lifetime.

  • Your Estate Plan

The legacy you leave for your loved ones. It allows you to better manage your family’s financial future, as well as your own.

  • Your Will

The foundation of your estate plan. It allows you to choose your beneficiaries and ensure that each gets exactly what you want

  • Trusts offer great rewards and they're not just for millionaires

You can use trusts to protect your assets and simplify the speed of transferring them to your beneficiaries

  • Reasons for not having an estate plan

    For something as important as estate planning, many wonder why they aren’t becoming increasingly popular.

    • No one wants to talk or think about their death

      Our general response to our own mortality is to avoid it or discussions surrounding it for as long as possible. However, addressing this certainty could be one of the best gifts we can leave our loved ones.

    • Estate planning is for the super rich

      Another misconception is that estate plans are for the extremely wealthy. This myth has often deterred persons from putting their houses in order before death. The size of an individual’s portfolio (property, investments, cash etc) does not determine whether it qualifies for an estate plan. An estate can be a house and several thousand dollars in assets or a mansion and several million.

Whatever the size of your estate, a good estate plan ensures that you will leave the legacy you desire for your heirs with minimal headaches.

 

Trusts

When you establish a living trust, assets are transfered into the Trust by the Settlor/Grantor and immediately fall under the control of the Trustees for the benefit of your beneficiaries.

Executorship Services

This legal document allows you to make decisions on who will administer your estate and distribute your assets at the date of death.

Trustee Services

In addition to the aforementioned services, we can provide access to all aspects of comprehensive wealth management, including pension, corporate financing, mutual funds, investment management and brokerage services.

Investment Management

At Royal Fidelity we take our time to familiarize ourselves with your personal and financial situation. Our primary objective is to build your capital over the long-term by providing a strategic and customized solution. Investing your money to earn maximum returns requires a wel...

Contact

Carol Gaskin

Manager, Trust & Corporate Services

Gail Walters

Trust & Corporate Services

Not sure where to start? One of our experts can help you!

  • Make An Appointment
  • Schedule A Call
  • Give Us A Call At (246) 435 1955

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