Estate & Legacy Planning
Estate planning helps ensure your wealth passes to the people and causes you care about, with insurance used to cover final taxes and equalize inheritances.
Who it's for
- Families with property or investments
- Business owners
- Parents of adult children
- Anyone wanting to leave a legacy
Options available
- Estate tax coverage
- Legacy and charitable giving
- Inheritance equalization
- Wealth transfer strategies
Common questions
How can insurance help with estate planning?
A life insurance payout can cover taxes owed at death, so your heirs receive your assets without having to sell them.
When should I start estate planning?
As soon as you have dependents, property or a business. Plans should be reviewed after major life events.
Talk to Deepinder Randhawa
Licensed Insurance Professional serving Ontario. Personalized advice, no obligation.
This page is for general information only and does not constitute insurance, tax, legal or investment advice. Coverage and eligibility are subject to policy terms and provider approval.