Viewpoints about Transferring wealth
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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 rights 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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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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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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When to consider the RRIF successor annuitant or Joint Life option
If you want to provide for your children, or your spouse is incapacitated or financially irresponsible, consider naming them successor annuitant or Joint Life.
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