Do you find yourself wondering what to give your adult children who have everything?
How about having a conversation and sharing knowledge that you have with your
family, so they have the opportunity to make great decisions?
Why This Matters
In Ontario, having a Will ensures you document your wishes about how your assets will
be distributed after your passing. It allows you to choose who will inherit your belongings
and provides peace of mind for family members during a very difficult time. Similarly, a
Power of Attorney allows you to appoint a person or persons you trust to make
important decisions on your behalf if you are unable. There are two types of Power of
Attorney documents. One is for Property, which covers investments, bank accounts, and
your house. The other is for Personal, which covers health care decisions. Both ensure
your wishes are carried out.
Life is full of changes—new relationships, children, or shifts in financial circumstances.
Each of these moments can influence your estate plan. Regularly reviewing and updating
your Will and Power of Attorney documents ensures they reflect your wishes and
circumstances, giving you peace of mind that you have made thoughtful decisions that
are in line with your values, ethics and beliefs. For your family, they are following what
you wanted.
Your voice matters
We believe the greatest gift you can pass along to your loved ones is the direction to
receive professional advice. As you gather with family and friends this holiday season,
think about how you can engage in meaningful conversations about planning for the
future. While it might not be the traditional gift you would expect, sharing the importance
of having a Will and Power of Attorney documents can be an incredibly thoughtful
gesture for your adult children. It is an opportunity to show you care about their wellbeing
and future. The gift of your experience now.
At Mary Keetch Financial Services Group, we are here to support you in navigating this
important aspect of your life. Let us work together to ensure that your legacy is clear.
Preparing for the future is a meaningful act of love that truly enriches your family’s
story.
Mutual funds, approved exempt market products and/or exchange traded funds are offered through
Investia Financial Services Inc.
The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. This article was prepared by Kennedy Saberi and Mary Keetch who are Financial Advisors at Mary Keetch Financial Services Group a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this presentation comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability.
