A Guide to Planning Your Legacy

PLANNING YOUR LEGACY AT HAVERGAL

Benefits of an Estate Plan

Peace An estate plan should give you peace of mind knowing that important— and sometimes difficult—decisions have been made to care for you and your loved ones. Provision An estate plan is designed to support your legacy as it outlines your intentions for who will benefit from your estate. Your plan will help honour your wishes and provide for your family and the organizations that are dear to you. Protection A clear, detailed estate plan will protect you no matter your current age. It may be important to designate a specific person to manage your property, medical care decisions and other unexpected, but important, personal decisions.

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