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A lot people think Estate Planning is only something rich people do. But really, Estate planning is just a fancy way of saying “what happens to your money and your property when you die.” I believe it’s essential that everyone have an estate plan in place.
Listen, I’d be lying to you if I said that Estate Planning isn’t complicated. The laws are very complex and Wills can be contested and dragged through the courts for years.
But I think we can all agree that, if given a choice, we’d want to see our savings and property passed on to our loved ones or our favourite charity before we gave it to the government in avoidable taxes.
And none of us want to see our passing being the cause for years of family infighting.
At Klyne Insurance, I’ll help you build a comprehensive Estate plan that makes certain all your final wishes are met, and I’ll share it with your accountant and lawyer to make sure everyone is on the same page.
"Mac is a very honest, friendly and approachable financial advisor. He
always has invested our money like it was his own."
Mary Lou and Pat Jordan
"Quite simply, Mac is a great guy all around. He is passionate about finance & because of that he always knows the latest of what's happening. When he doesn't have the answer to something, he works to find the answer & gets back to me as soon as possible. Great service all around."
"Mac is knowledgeable, personable with our best interests at heart. He monitors our portfolio and regularly makes recommendations that align with our investment goals. He has been the best financial adviser we have had over the years.”
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