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