Legacy Planning

It’s more than just the distribution of your wealth

Estate planning is the process of getting your documentation to pass your assets to your heirs. Creating wills and powers of attorney, and employing strategies to enhance your estate, while minimizing estate costs such as taxes and probate.

We recognize this can present emotional challenges as we discuss providing financial security for our dependants, and we bring insight and sensitivity to this piece of the puzzle.

As Life focussed financial planners, we help you to make your legacy richer and more meaningful and not just a distribution of your wealth.

Laptop screen displaying an estate planning quiz website with a logo of a unicorn and the name 'Lainyar Wealth Group Inc.' The page asks, 'Will your estate be distributed as you wish?' and features a start button below a family illustration.
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Our financial planning process is designed to help you align your money with your values and goals

For clients navigating divorce or widowhood, we provide sensitive, life-focused financial guidance.

Life planning also incorporates estate and legacy planning to secure your family’s future.