Estate planning
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The importance of succession planning
A carefully crafted succession plan is an important part of any successful small business.
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An advisor’s guide to beneficiary designations
This Guide explores the issues, possible outcomes and alternatives associated with different beneficiary designations on a life insurance policy. These comments generally apply equally to insurance investment products like segregated fund contracts and guaranteed interest contracts but need to be confirmed.
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Creditor protection and estate benefits in nominee name contracts
Are creditor protection and estate benefits available for non-registered and registered insurance investment contracts held ‘on book’ or in nominee name?
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Estate-planning opportunities using insurance investment contracts
Reviewing insurance investment contracts or setting up a new one? Know the role of owners, annuitants, successors, and beneficiaries for better estate planning.
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Joint tenants with right of survivorship - An appropriate strategy?
Still an appropriate strategy? Recent case law suggests entering into a joint ownership arrangement with a right of survivorship needs careful consideration.
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The value of naming a beneficiary
"Watch John Natale take you through the benefits of segregated funds for estate planning: control, creditor protection, privacy, and reduced probate fees."
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What is estate planning and why is it important
Watch this video to learn how you can lay out the final instructions as to how your assets should be distributed.
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Protecting your estate after you're gone
John Natale, Assistant VP, Manulife, covers strategies for ensuring a hard-earned nest egg left behind for loved ones is managed responsibly.
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Case in Point: Segregated funds can lead to win-win-win situations
Segregated fund solutions can speed up wealth transfer, help bypass probate and simplify the estate administration process. Learn how.
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Income solutions for trusts
This article looks at trusts and how one could be set up where the trustee would like a guaranteed income stream to flow through to the trust beneficiary to help fund their retirement income.
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