Viewpoints about Wealth Transfer Strategies
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Case in Point: Segregated funds can lead to win-win-win situations
Segregated fund solutions can speed up wealth transfer, help bypass probate and simplify the estate administration process. Learn how.
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Minimizing taxes on death
Nobody likes to think about their death and pay more tax than they have to. But, with a little planning you can minimize the taxes your estate might pay at death.
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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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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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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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Get acquainted with segregated funds
Keen to start investing in segregated funds, but confused about the terminology? Here's a glossary of frequently used terms that could come in handy.
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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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Seeking shelter in stormy seas
Learn how Segregated fund contracts can offer a safe harbour for Canadians worried about volatile markets.
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Common wealth transfer mistakes (Quebec edition)
Transferring assets so they end up with the people selected in the manner intended doesn't always go as planned.
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