What will happen to your assets & belongings after you're gone? What legacy will you leave to your family and community? Your legacy is more than just assets. We're here to help you get started in planning for your legacy.

Estate Planning

Estate planning is the process of ensuring that your assets are distributed according to your wishes, providing for your family, favourite charities, or non-profits. Endeavour is committed to assisting you in creating a personalized estate plan to give you peace of mind. We focus on minimizing taxes and other costs, and our experienced professionals help assess the following:

Do your current estate documents reflect your wishes? How can we ensure that your wishes continue as your life changes?
How can we best shield your assets from creditors?
How would you like to transfer your assets? Is it important that they remain in your family?
Do you require assistance putting together a medical directive and power of attorney?
Do you want to make a financial donation to a charity, and how can we help maximize your future donation today?

Risk Management

As you approach retirement, it's important to make sure that your estate plan aligns with your financial plan. Our team is here to ensure that your wishes are taken care of, regardless of what the future holds. This includes beneficiary reviews, creating a will/trust.

Medical Power of Attorney

Who can discuss your medical information with doctors?

Durable Power of Attorney

Who can manage your assets if you become incapacitated, without court intervention?

Living Will

What should be done if you are unable to make medical decisions for yourself?

Special Needs

How can you pass assets to a loved one with special needs without affecting their government benefits?

Dementia

Does your estate plan, medical power of attorney, or trust account for the possibility of dementia?

Legacy Planning

Your advisor is dedicated to ensuring you understand how your assets will be distributed under your current estate plan and existing tax laws. We collaborate with our in-house team of estate planning specialists, attorneys, CPAs, and any external professionals you engage to formalize your intentions.

Preparing for Retirement and Beyond

In the last five years of your career, it is crucial to plan for your retirement. This period represents your peak saving years and provides valuable insight into your post-career lifestyle and purpose.

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Estate and Succession Planning