The value of naming a beneficiary
Segregated funds aid in estate planning, transferring wealth
John Natale, Head of Tax, Retirement & Estate Planning Services, Manulife Investment Management, on the benefits of segregated funds for estate planning: Control, creditor protection, privacy, and reduced probate fees.
Important disclosure
Any amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value.
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**Note: The comments made in this video regarding the rights of separated spouses under the intestacy rules vary by province. It is always best to confirm your province's rules.
