Estate Planning in Canada: The Key to Effectively Transferring Your Assets

"Estate Planning in Canada: The Key to Effectively Transferring Your Assets" is a 10-page package developed by McClure Financial Services to help Canadians learn how to plan for the future. The package contains sections on a variety of related topics, including:

• reasons for a complete estate plan,
• tax consequences on death,
• methods of transferring assets,
• wills and probate,
• powers of attorney,
• personal directives,
• estate shrinkage and liquidity,
• the estate planning process,
• discussion with executors and family,
• estate plan checklist.

"Estate Planning in Canada: The Key to Effectively Transferring Your Assets" is available as a PDF download.