Estate Planning
- Talking with your family
- Making your wishes clear
- Protecting your estate
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Death and taxes
- Responsibilities of the executor
- Taxation on death
- Treatment of RESP, TFSA, RRSP, RRIF, RDSP on death
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Succession planning
- Who will take over?
- What about taxes?
- Efficient transfer to the next generation
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Retirement planning
- How much will you need?
- How long will you live?
- What about pensions?
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