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Estate Strategies

Tax-planning scenarios using the TFSA

There are basic uses for the Tax-Free Savings Account (TFSA) for investment planning purposes. Some may have advantages for your planning: 1. Retirement planning. TFSAs can benefit individuals who are looking to invest in their retirement but are unable to...

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Why is it necessary to probate an estate?

Careful estate planning can untangle an estate from costly government inspections or the application of their administrative taxes and/or fees. Probate fees are calculated on assets, regardless of liabilities, at predetermined rates by the government. Methods...

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Essential Estate Planning protects your financial security

A comprehensive estate plan includes a will, a plan to minimize the capital gains liability and provide for any family income needs. This often involves life insurance which is an effective tool to maximize the size of your estate and pay any tax liability...

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Considerations when designing an Estate

Estate planning is a process that allows one to determine how their assets will be distributed upon death.  As we prepare to pass our lifetime assets to our heirs, there are key components of an estate plan that should be given careful consideration. The fundamental...

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When should you review your life insurance planning?

Ask your advisor to do a capital needs analysis You may want to replace the income of the life insured—either you or your spouse. It is easy to calculate the capital needed over any short or long period of time in any situation if the life insured were to...

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How can estate planning minimize obstacles for my heirs?

Estate planning provides some ability to minimize the obstacles that loved ones might encounter in the event of an unexpected death such as: Fear of losing your money by erosion of capital that might come about with poor investments. Delays during the settling...

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