Viewpoints about Segregated funds
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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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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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Death, fees, and taxes
Learn how you can ensure that your estate is handled responsibly by beneficiaries.
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Managing volatility with the cash wedge strategy
Learn how the cash wedge investment strategy can offer a safe harbour for Canadians worried about volatile markets.
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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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Understanding segregated fund fees
Segregated fund contracts are more expensive than mutual funds, but some investors may feel the additional cost is worth it. Let’s see how.
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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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Making the most of your maturity guarantee
Segregated fund contracts approaching their maturity date that have seen their market value decline may be eligible for a maturity top-up. What is the impact?
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