Ways to Hire Certified Estate Planner in Calgary

 

What is Certified Estate Planner in Calgary?

Certified Estate Planner in Calgary (CEP) is a designation that recognizes the professional qualifications of Certified Estate Planners.

It signifies to clients, peers and colleagues that a Certified Estate Planner has met certain standards of competence and expertise regarding estate planning.

The CEP designation requires meeting educational requirements, passing an examination, and holding current certification by the National Association of Estate Planners and Councils (NAEPC). 

Certified Estate Planner (CEP) is a qualification that can be earned by those who have completed an approved course. It takes several years to complete the course and pass the exam. The CEP is one of the most recognized credentials in Canada, and it has helped thousands of people manage their financial futures.

Certified Estate Planner Calgary offers a variety of services:

- Estate Planning - This involves handling all your estate planning needs, including wills, trusts, powers of attorney and other legal documents that deal with your personal property and investments.

- Tax Preparation Services - You can use Certified Estate Planner Calgary's tax preparation services if you need help with filing taxes or if you want to ensure that you file all your returns on time.

- Business Planning Services - We also offer various business planning services such as business structuring and succession planning for both owners and managers of small businesses in Calgary.

Benefits of Estate Planning in Calgary

Estate planning, or the process of making your wishes known to your family and friends, can help you avoid probate. It also gives you the option to make sure that your loved ones are taken care of should anything happen to you. Here's a look at some of the benefits of estate planning:

Protects assets: Estate planning protects your assets from the claims of creditors, such as an unpaid medical bill or child support. It also shields assets from family members who may be tempted to take advantage of an incapacitated person.

Eliminates probate: Probate is expensive and time-consuming, so having an estate plan in place can save you hundreds or even thousands of dollars in legal fees. Additionally, it eliminates delays that occur when someone dies without a will.

Gives beneficiaries control over assets: If you have children or grandchildren who are minors when you die but will inherit significant amounts upon reaching adulthood (such as 18 years old), giving them control over those assets through an irrevocable trust can help protect against their spending habits and bad judgment. This is especially important for young people who may not have the financial savvy or maturity level required for financial decisions.

Saves inheritance taxes: Inheritance taxes can be costly if not properly.

Hire Financial Planner for Avail Benefits

The benefits of financial planning are numerous and varied. There is no single route to take a firm, though there are many paths to take. The one that you choose will depend on your goals and the amount of time you want to put into it.

Financial or Insurance planners in Calgary can help you with all sorts of things, including:

- Preparing wills

- Managing investment portfolios

- Dealing with taxes

- Creating budgets

- Building up savings and retirement funds

- Investing in real estate or other assets