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
The commentary in this publication is for general information only and should not be considered investment or tax advice to any party. Individuals should seek the advice of professionals to ensure that any action taken with respect to this information is appropriate to their specific situation. Manulife, Stylized M Design, and Manulife Investment Management & Design are trademarks of The Manufacturers Life Insurance Company and are used by it, and its affiliates under license.
**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.
