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