Free Will Planning Workbook

Compliments of FBC Financial & Estate Planning

Download your FREE

Will Planning Workbook

Information to help you prepare your will:

Preparing Your Will

Discussions with your family and professional advisors will help you make decisions best suited to your needs and wishes.

Will Planning Questionnaire

Consider what your estate is currently worth, but also consider future sources of wealth. And consider unborn, as well as living beneficiaries.

Seek Legal Advice

You should meet with a legal advisor when you are ready to put it all together.

FBC Financial & Estate Planning

A FBC Financial & Estate Planning advisor will work with our tax specialists to achieve your goals and objectives in the most cost and tax-effective manner.

Our FBC Financial & Estate Planning advisors can help you make the right decisions about insurance and investment products.

Working with your FBC tax specialist we take into account both your personal and business needs and goals to arrive at a financial solution that addresses your specific situation. FBC Financial & Estate Planning is a division of FBC, Canada’s Farm and Small Business Tax Specialist™.

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