Viewpoints about Probate
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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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The role of the executor
Appointing an executor may be one of the most important decisions related to an estate plan. Being trusted as an executor to carry out someone’s wishes after they have passed can be one of the biggest responsibilities an individual can take on. Learn what it really means to be an executor on a will.
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RRSP segregated fund contracts — naming a successor annuitant or Joint Life
Naming a spouse as a beneficiary of your RRSP can be a simple and cost-effective way to pass on your RRSP at death. With an RRSP segregated fund contract, these benefits can be enhanced by naming your spouse as a successor annuitant or Joint Life on the contract. Using one of these designations, you can keep the current estate planning benefits already available with a beneficiary designation while adding more flexibility and choice for your spouse after your death.
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Successor subscriber on a Manulife Segregated Fund RESP contract
Learn about the estate planning benefits of naming a successor subscriber on an RESP segregated fund contract.
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Guarding beneficiary designations — recent developments
Recent legal challenges could keep funds from going to named beneficiaries. This summary includes some tips so advisors can help protect their clients’ intent.
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The value of naming a beneficiary
Manulife segregated funds and GICs let owners name a beneficiary, and avoid probate, save substantially on fees, and maintain their confidentiality.
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Considering Insurance Trusts¹ and the annuity settlement option
Passing on savings to the next generation? Your goals and possible scenarios will determine whether an annuity settlement option or a trust is the best option.
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