Tax and Estate Planning

Estate planning is about ensuring the distribution of your assets meet your objectives, taking care of yourself throughout your life and providing for your loved ones going forward.

Decades ago, it may have been that the only formal document for this purpose was a will.

In our complex world today, there can be multiple documents and agreements as part of an estate plan carried out with informed advice from a broad array of legal, tax and financial professionals.

Empire Life has a team of practising professionals providing support through your Empire Life advisors across Canada. Their expertise includes support on:

  • advanced concepts
  • case consultation
  • large case illustration
  • tax and estate planning
  • actuarial and underwriting

Ask your local Empire Life representative for more information about our services.