Estate planning is about life –
in the present and in the future. Most
importantly, estate planning is
about
the life of your family, your loved
ones and the peace of mind you get
from
helping to provide for their financial
security. A well prepared estate
plan
will also help uncover alternative
solutions you hadn’t considered
or didn’t
know were available.
Whether your estate is of large or
modest value, your estate plan should
be part of your total financial strategy
and based on solid financial planning
principles. Essentially, estate
planning addresses the establishment
or continuation
of a tradition, one that involves the
accumulation, conservation and distribution
of assets in a tax-efficient manner.
It requires a complicated interaction
of various disciplines and laws.
For more information on estate planning
please read the following articles:
**NEW** CHARITABLE
GIVING
Donating
Securities to Charity
Overview
of Charitable Gift Planning
Overview
of Private Foundations (42 pages)
Charitable Remainder
Trusts
Scotiabank Group Charitable Giving Program
MacKenzie
Charitable Giving Fund Overview
Mackenzie
Charitable Giving Fund Investor
Benefits
MacKenzie
Charitable Giving Fund Program
Details
WILLS, EXECUTORS
& POWERS OF ATTORNEY:
Duties
and Responsibilities of an Executor
Benefits
of a Corporate Executor
Powers
of Attorney
Dying
Without a Will (Dying Intestate)
STRATEGIES:
Estate
Planning Checklist
Insurance
- Protect Your Estate
Estate
Planning for the Family Cottage
Estate
Freezes
PROBATE:
Strategies
for Minimizing Probate Fees
Provincial
Probate Fee Schedule
TRUSTS:
Joint
Spousal and Alter Ego Trusts
Testamentary
Trusts
MISCELLANEOUS:
Life
Annuities - Are They Right for You?
What
Happens to My RRSP When I Pass Away?
