By Mark Bull, MFA-P, CLU, CFP, CHS, CEA
President, Bull Financial
 

What would be 5 good reasons to create an Estate Plan? 

That is the focus of this month’s edition of The Bulletin. We examine the Top 10 Reasons to have an Estate Plan. 

I spend the majority of my time dealing with clients in regard to Estate Planning. I’ve witnessed firsthand the importance of ensuring that assets are distributed in accordance with individual wishes. In my experience, very few people have a clear, definitive, written Estate Plan. 
 
Click below to watch the short video of the full discussion, and I hope it spurs you to take action.

For further reading, I also encourage you to check out these Estate Planning Documents.

Mark Bull, MFA-P, CLU, CFP, CHS, CEA
President, Bull Financial
mark@bullfinancial.ca
905-576-0230

This is a general guide only and is not intended to replace professional financial and tax advice in any form. Please consult a professional financial advisor on how it relates to your situation. The information provided here is accurate as of the date of publication.