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Viewpoints about transferring wealth
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Quebec edition: Wills 101
Need to make a will in Quebec? Follow our guide and learn about what happens if you do or do not have a will.
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National edition: Wills 101
Need to make a will? Follow our guide and learn about what happens if you do or do not have a will.
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RRSPs and RRIFs on death
Contributions to Registered Retirement Savings Plans (RRSPs) are deductible and any growth or income earned on the underlying investment in the RRSP or Registered Retirement Income Fund (RRIF) is not taxed until withdrawn. This article looks at some frequently asked questions to provide more clarity on what happens on the death of an RRSP or RRIF owner.
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Taking capital gains or losses now to avoid probate and estate fees later
Triggering a capital gains tax bill to gain the wealth transfer benefits of segregated funds or insurance company GICs may increase an estate's final value.
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Money in motion. Planning for an epic generational transfer of wealth.
An estimated $751 billion will move from one generation to the next in Canada in the coming decade. By working closely with clients to plan for the transfer of their wealth, you can improve asset retention and help future-proof your business.
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Ontario estate administration: Two small but important changes for 2020
The 2019 Ontario budget announced two small but important changes to estate administration that are effective January 1, 2020. Now, although these changes are welcome, they are small and likely do not have a material impact. With that in mind, advisors should be reviewing estate plans put in place for their clients.
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Ontario Estate Information Return
Executors in Ontario must file an Estate Information Return for probate. Learn about the requirements including timing, assets and liabilities that are included, the penalties for late filing and more.
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Estate planning 101
It's not just for the older and affluent. Whatever your age or your assets, estate planning is a smart move.
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Protect your legacy¹: Take advantage of Segregated Fund Contracts to empower your bequests (National edition)
Ensure your family inherits quickly and cost-effectively
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When to consider the RRIF Successor Annuitant Option¹
If you want to provide for your children, or your spouse is incapacitated or financially irresponsible, consider naming them successor annuitant or Joint Life.
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