McNally Financial and Insurance Group - Retirement Planning, Estate Planning and Insurance Services
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Meet Peter McNally,
Certified Financial Planner

McNally Financial and Insurance Group - Retirement Planning, Estate Planning and Insurance Services Meet Peter McNally, your personal Certified Financial Planner Increase your wealth with our retirement planning products Retirement and Estate planning guide Life, Disability, Critical Illness and Mortgage Insurance
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Estate Planning

'Knowledge is Power'
Sir Francis Bacon

Use our online retirement planning guide to assist in making critical decisions regarding your estate plan.
estate planning

Providing For Survivors

We can't avoid the inevitable. But proper planning can help you provide for your family, make it easier for others to wrap up your affairs, pass on your business or farm to the next generation, or leave a lasting gift to a favourite charity.

In short, you can take comfort in knowing you've put your financial affairs in order, so everything you've worked a lifetime to build will be managed according to your wishes.
Estate Planning Checklist -> Begin planning your estate today!
Setting your priorities
Have you specified how your assets are to be distributed?
Will there be a source of income for your family when you die?
Will there be a source of income if you are disabled?
Do you know what your income will be at retirement?
Do you know what the tax exposure is on your estate?
Do you know how any taxes will be paid?
Taking an inventory of your estate
Are all your important papers together?
Does your executor know where they are?
Do you have a will?
Do you need/have a trust agreement?
Do you have a buy-sell agreement for your business?
Do you have a current net worth statement?
Your executor
Have you chosen your executor
Does this person know of your choice?
Have you explained your expectations?
Your family
Have you made funeral plans?
Have you discussed them with your family?
Have you had a family meeting to talk about your estate plan?
Has your family met your professional advisors?
Does your family know who you've appointed as your executor?
Is your life insurance beneficiary information up to date?

McNally Financial and Insurance Group - Retirement Planning, Estate Planning and Insurance Services
 
 
Estate Planning Guide
Estate Planning Home
Taking the First Step
Making Arrangements
Making Decisions
Minimizing Taxes
Taking Care of your Business
Completing your Estate Plan
Providing for Survivors
Our Commitment
Committed to helping clients achieve financial security for themselves, their families, and their businesses.
Learn more about McNally Financial and Insurance Group