What good would an insurance policy do for your family?

Nothing can replace the comfort and companionship of a loved one.

However, securing your family's financial future with a life insurance policy can spare them from distress at the time of your passing.

Some benefits of estate planning include:

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Ensuring your wishes are put into action

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Setting your loved ones up for a simpler process

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Working with a professional to get support

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Feeling confident about the future with a plan in place

We’ll help you implement a plan that works for you.
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Frequently Asked Questions

What is estate planning?

Estate planning involves working an professional advisors who are familiar with your goals and concerns, your assets and how they are owned, and your family structure.

Why do I need an estate plan?

Not sure if you need an estate plan? Consider the following:

- If you pass away without a will, the law distributes your assets according to the rules of your province, which may not align with your intentions
- If you pass away without an estate plan, a will may not be enough for your family to take advantage of the tax opportunities readily available to them or your business
- Moreover, without an estate plan your surviving family members are left to deal with you business as is. They may not have the experience/resources to manage it.

Why life insurance for estate planning?

You may already own life insurance or be aware of its main use — providing money to your family when you are no longer here.

The value of life insurance in an estate plan goes beyond providing cash through payment of death benefits. Whether you want to leave a legacy for generations to come, assure the continuation of a business you have built, or make a lasting impact through philanthropy, life insurance can help you address your goals.

What factors go into estate planning?

Here are a few questions our estate planning experts can help you answer:
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- How do I minimize capital gains taxes?
- How can I preserve family assets from probate?
- How do I preserve my RRSP/RRIFs for my heirs?
- Do I have an updated will?
- Have I established a power of attorney?
- Do I want to control how and why my heirs can access my assets?
- Is my life insurance policy sufficient for my needs and expectations?

You are using the website of © 2024, Dundas Life Inc. (FSRA #37628M). Dundas Life is a digital insurance brokerage who sells (ie. brokers) life insurance coverage from several Canadian life insurance companies. Dundas Life currently services clients in Canada, specifically in the provinces of Ontario, Alberta, and British Columbia. Insurance documents and contracts are made between the insurance company and the end user. Prices may vary based on individual factors such as age, gender, smoker status and more. Please reference the final issued insurance documents for more details. See Dundas Life's Terms & Privacy Policy for more information regarding interacting with our website and service.

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You are using the website of © 2024, Dundas Life Inc. (FSRA #37628M). Dundas Life is a digital insurance brokerage who sells (ie. brokers) life insurance coverage from several Canadian life insurance companies. Dundas Life currently services clients in Canada, specifically in the provinces of Ontario, Alberta, and British Columbia. Insurance documents and contracts are made between the insurance company and the end user. Prices may vary based on individual factors such as age, gender, smoker status and more. Please reference the final issued insurance documents for more details. See Dundas Life's Terms & Privacy Policy for more information regarding interacting with our website and service.