Estate Planning to Protect Your Assets

Estate planning is about protecting your assets and preparing wills and trusts to transfer them to the rightful person or your heirs upon your death. Estate planning can also involve providing for custody and care of your children who are dependent. Cotton Planning Services in Edmonton offers counselling and advice on how your family will benefit from proper estate planning. We will also help you understand how this process can minimize tax obligations. If you want to make it easier for your family to manage your assets, our advisors will help you decide the right plan. Consult us to make estate plan for the following:

  • Business assets and commercial property
  • Accidents and sickness insurance
  • Life insurance
  • Investment portfolios
  • Real estate, vehicles and personal properties
  • Accidents and sickness insurance
Contact us to learn more. We are happy to help you.

GENERAL INFORMATION

Cotton Planning Services
820-4445 Calgary Trail NW
Edmonton, AB, T6H 5R7

Phone: 780-434-1423 (Primary)

Toll free: 1-866-434-1432

Fax: 780-438-3538

Email: contact@cottonplanning.ca

HOURS

Monday – Friday: 9:00 AM – 5:00 PM

Saturday: Closed

Sunday: Closed

SERVICE AREA

  • Edmonton
  • Grande Prairie
  • Barrhead
  • Camrose
  • Sherwood Park
  • St. Albert
  • Leduc

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