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Estate Planning

Who Will Benefit from an Estate Planning Review?

Someone Who...

  • Owns RRSPs or RRIFs valued at $500,000 or more
  • Has a significant non-registered investment portfolio
  • Owns capital property which has appreciated in value (e.g., stocks, real estate, etc.)
  • Intends to designate funds in his/her will to an heir and wishes assets to remain in the family (a consideration in second marriages, etc.)
  • Has received an inheritance, insurance proceeds, won a lawsuit, lottery or other windfall
  • Owns or is an active shareholder in a small business corporation or farm
  • Is concerned about paying off debt or replacing family income upon facing a critical illness, disability, or premature death
  • Donates funds to a charity or intends to make a charitable bequest in his/her will

You Could Benefit By...

  • Generating additional retirement income with lower taxes
  • Ensuring that your assets pass intact to your heirs as per your wishes
  • Determining how much of your estate will pay in taxes and how much will be left for your heirs

Ask Yourself...

  • Do you realize that the Canada Customs and Revenue Agency will take almost half of your RRSP/RRIF in taxes when you and your spouse pass away?
  • As a business owner, what plans have you made to ensure that your company survives your death or retirement?
  • Do you feel you are paying too much income tax on your investment earnings?

For more information, please contact us. We work with Estate Planning expert Cindy David to develop an estate and financial plan that suits your personal and corporate needs.

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