LifeBook™

Preparing you for life's twists and turns

Planning for your estate can seem like a far-off concept or a daunting project to tackle on another day. But without a plan, how will your life’s work be honoured?

The LifeBook™ program is designed to guide you through the process of planning your legacy. The comprehensive approach factors in all aspects of your current financial, legal and business considerations while helping you create a pain-free estate plan that incorporates your family and personal objectives. After completing the process, you’ll have one resource that encapsulates your entire plan, giving you peace of mind and confidence about anything that comes around the corner.

Build your legacy

Estate planning can be an emotional experience. Our advisors work with you the create a personalized plan that respects your life’s work and your wishes for your family.

  • Tax planning

    A proper tax plan can reduce the amount of tax you will pay in your lifetime and will ensure any transfers are fair and/or equitable with after-tax dollars. Our team analyzes your situation and develops a plan to ensure you’re set up in a tax-efficient manner. 

  • asset risk icon  Asset risk assessment

    Different assets carry different amounts of risk in estate situations. For example out-of-province or country assets can have unique implications. We help you understand the risks of your assets and guide you through a strategy to mitigate any challenges.

  • asset distribution icon  Asset distribution strategy

    The question of who gets what is at the core of many estate disputes. Developing and communicating a thorough asset strategy, including assets you may not have considered, maintains family harmony and reduces conflict.

  • will review icon  Will review

    Wills are dynamic documents that need to change as your situation evolves. Few people have wills that stay up to date or capture everything they should. Our team evaluates your will to ensure that you’re always prepared.

  • generational education icon  Generational education

    A legacy that lasts generations happens through determination and education. To be responsible stewards, the next generation needs to be prepared and informed. Also, it is important to arrange supports in cases where the next generation is not able to manage assets on their own. Our team can help facilitate generational education and we tailor those conversations to your wishes.

Insights

  • Progress

    September 08, 2021

    How a LifeBook can prepare you for twists and turns

    If ever there was a wake-up call to organize your personal affairs – COVID-19 was it. A LifeBook can help you feel confident that your family will be looked after.

  • Progress

    September 01, 2021

    Three steps for navigating a wealth windfall

    Inheriting a significant amount of wealth can be exciting and intimidating. These three steps will help you avoid making common mistakes.

  • Progress

    July 21, 2021

    The four key solutions of MNP’s Family Office

    Family office is a term that many people have heard of, but few people understand. Learn more about family office and how it can support your goals.

Let's connect

What kind of legacy do you expect to leave behind? Contact a member of our team to discuss your estate plan and the immediate steps you can take to clarify your wishes and make sure your loved ones will be taken care of for many years to come.

For an even more comprehensive plan that will serve you today and for generations to come, be sure to ask about the Succession, Personal Tax, and / or Family Office services MNP also offers.

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Our LifeBook™ team

Tracy Noullett, CPA, CA, is a Partner with MNP’s Business Advisory Services group in Medicine Hat. Tracy delivers efficient, cost-effective business advisory and assurance services to a wide variety of clients.

Committed to her clients’ success, Tracy analyzes her clients’ needs to offer the best plans and solutions to help them achieve their business objectives. Her audit, compliance and business advisory services include profit and cash flow maximization, process and reporting model development, budgeting and monitoring, government funding maximization support, and succession planning.

Succession planning is a crucial part of Tracy’s service offerings. Every organization, family and individual should have a plan to ensure their legacy is protected and they will be able to meet their long term goals. Tracy believes that understanding each client’s vision for success is key to providing them with the best advice and solutions.

Tracy is a Chartered Professional Accountant (CPA), qualifying as a Chartered Accountant (CA) in 2008. Tracy is strongly committed to her community and has been involved with a number of local boards. She is the President of the Medicine Hat and District Chamber of Commerce and sits on the Southeastern Alberta Sexual Assault Response Committee (SARC) and Tourism Medicine Hat.

Tina Di Vito CPA, CA, CFP, TEP, FEA

Partner, Family Office Services