Wealth transfer is about helping your wealth move with intention. It may involve supporting adult children while you are alive, preparing an inheritance, reducing tax, planning for a surviving spouse or creating clarity for future decision-makers. Gee Gibson & Associates helps families in the Comox Valley, across Vancouver Island and throughout British Columbia build practical wealth transfer strategies.
We also understand that although open family conversations about finances can be difficult, they can also enhance your family’s future financial well-being and relationships. (In some families, conversations about money never take place. As a result, beneficiaries are often unaware of their future financial situation until after a parent’s passing.) Our team can help you have a relaxed and constructive family discussion about shared values and goals that will clarify everyone’s needs and improve family communication.
In a relaxed conversation, we will address topics including:
- Inheritance
- Taking care of loved ones
- Legacy
- Wills and wishes
- Business succession/transition planning
We invite you to speak with us today about creating a customized tax-efficient strategy to transfer your wealth in a way that reflects your wishes.