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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:
  • the reasons you need a solid estate plan,
  • the tax consequences that could arise upon your death,
  • wills and probate,
  • powers of attorney and personal directives,
  • estate shrinkage and liquidity,
  • the estate planning process and an estate plan checklist.
Estate Planning in Canada: The Key to Effectively Transferring Your Assets is available as a PDF download.

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