September 21, 2022

Author: The Link Between

Over the years you’ve accumulated an estate consisting of registered savings, non-registered savings, property, maybe even a business. And when you pass, you want to make sure that your family or a favourite charity receive as much of your estate as possible. Smart thinking!

However, the reality is that if you don’t structure your estate effectively, much of it could end up in the hands of the government as taxes or distributed to heirs in a way contrary to your wishes. So, how can you prevent your estate from being distributed incorrectly? Proper estate planning is key.

Watch this video to learn how you can avoid estate pitfalls and ensure that your hard-earned savings fall into the right hands.

For more information on how to protect your legacy, read Protecting Your Estate. And if you have any questions, be sure to contact us!


Click Here to watch the video

Posted ON Mon, October 3, 2022 at 10:41:47 am MDT    Comments (0)
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Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.

The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. This blog was prepared by Jason Desaulniers who is a Investment Funds Advisor at Excalibur Executive Planning Inc., a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this presentation comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability.

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