​
Legato Wealth Management
  • Home
  • About
    • Mission & Principles
    • Our People
    • Strategic Relationships
    • Community
    • Learning & Connecting
    • Contact
    • Meeting Legato >
      • Meeting Checklists
      • Parking
      • Review Online
  • Solutions
    • Creating & Distributing Wealth
    • Key Understandings
    • Legato Plans
    • Philanthropy
    • Steps to Legato1
    • Policy Search
    • Will Search
  • Articles
    • The Pair: Estate Freeze & Legato Plan
    • 70 Years and 214 Days
    • Tax Apportionment in Estate Planning
    • Beneficiary Designations and Resulting Trusts Revisited
    • Reviewing A Shareholder's Agreement
    • Part 1: Legacy Gifting Private Company Shares
    • Part 2: Legacy Gifting Private Company Shares
    • Life Insurance As Fixed Income Plus
    • Smooth Transitions
    • Reduce Estate Shrinkage
    • Take Time For Your Legacy
    • Protect Your GrandChildren
    • Another Asset Class
    • Take Five
    • Inheritance & Taxation
    • Cash Me If You Can
    • Think Wider
    • Succession Planning
    • Legato 3
    • Retirement Income
    • Look Across
    • Lest We Forget
    • Partners In Search For A Cure
Legato During Spring 2020
Published in March 2020
Picture
Everyone has been impacted by the worldwide COVID-19 pandemic, whether that be in terms of their health, employment, investments or all of the above. We remain grateful for all those who provide the essential services that keep our society functioning during this challenging time. 

​
The health and safety of our employees, business partners, and clients have never been so important. As such, all Legato meetings are now being held remotely via Skype or over the phone. Our completely paperless operation continues using e-applications and Docusign. 

Here are some thoughts to consider in this Spring of 2020:
  • You may still be eligible to obtain life insurance in Canada. A future change in your life or health circumstances could limit your access to insurance, as could other changes forthcoming in this new world reality.
  • As of March 2020, the Canadian life insurance carriers have not increased their pricing. ​This global pandemic already affecting thousands of Canadians could result in higher life insurance pricing in the future. It's important to understand that once a life insurance policy has been settled, the insurance costs and terms of that policy are fixed for the entire duration of your contract, which could be your entire lifetime. ​

Towards helping you achieve these goals and objectives, Legato would like to offer these additional services:
  • Free consultation of your existing life insurance policies.
  • An assessment of your current situation and those of your loved ones and perhaps business partners to make recommendations as to achieve the many levels of protection and benefits.
  • Referral to an estate lawyer and other related professionals for some of your other estate and financial planning goals or personal health. 

Taking some time over these next few weeks may be one of the best decisions you make to help everyone handle the inevitable and, particularly, the unexpected events of life ahead.

​
Don Anderson
@ Legato



All articles are listed here.

Copyright 2023- Legato Wealth Management Inc. 

  • Home
  • About
    • Mission & Principles
    • Our People
    • Strategic Relationships
    • Community
    • Learning & Connecting
    • Contact
    • Meeting Legato >
      • Meeting Checklists
      • Parking
      • Review Online
  • Solutions
    • Creating & Distributing Wealth
    • Key Understandings
    • Legato Plans
    • Philanthropy
    • Steps to Legato1
    • Policy Search
    • Will Search
  • Articles
    • The Pair: Estate Freeze & Legato Plan
    • 70 Years and 214 Days
    • Tax Apportionment in Estate Planning
    • Beneficiary Designations and Resulting Trusts Revisited
    • Reviewing A Shareholder's Agreement
    • Part 1: Legacy Gifting Private Company Shares
    • Part 2: Legacy Gifting Private Company Shares
    • Life Insurance As Fixed Income Plus
    • Smooth Transitions
    • Reduce Estate Shrinkage
    • Take Time For Your Legacy
    • Protect Your GrandChildren
    • Another Asset Class
    • Take Five
    • Inheritance & Taxation
    • Cash Me If You Can
    • Think Wider
    • Succession Planning
    • Legato 3
    • Retirement Income
    • Look Across
    • Lest We Forget
    • Partners In Search For A Cure