Estate Planning
The following documents are a courtesy of Invesco Canada
STRUCTURING AN EFFECTIVE WILL: Provides information about the purpose and content of a will, implications of not having a will.
ALTER EGO & JOINT PARTNER TRUSTS: Benefit from new estate planning flexibility with alter ego and joint partner trusts
DEATH & TAXES: Information about the taxation of registered and non-registered investments in mutual funds on the death of the annuitant/unitholder.
EXECUTOR CHECKLIST : This checklist highlights the key steps required to help executors prepare for and act on their estate-related responsibilities.
JOINT ACCOUNT: Learn how joint accounts can smooth the transfer of wealth between spouse or common-law partners, or to successive generations in every province except Quebec.
PLANNING FOR A FAMILY COTTAGE: Succession planning for a family cottage – tax-efficient strategies for passing on a family cottage to the next generation.
PROBATE PLANNING: Detailed information including the definition and calculation of probate taxes, plus estate planning techniques to minimize probate taxes.