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Estate planning is not a one-time event. It should evolve as your life and financial circumstances change.

For entrepreneurs and small business owners, estate planning must go beyond a simple will.

Estate planning is one of the most important steps you can take to protect your family, preserve your wealth, and ensure your wishes are respected. Yet many Albertans delay putting a plan in place, often believing it is only necessary later in life or for those with significant assets. In reality, estate planning is about clarity, protection, and peace of mind — regardless of age or net worth.