Viewpoints about Wealth Transfer Strategies
-
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.
Read more
-
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.
Read more
-
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.
Read more
-
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.
Read more
-
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.
Read more
-
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.
Read more
-
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.
Read more
-
Seeking shelter in stormy seas
Learn how Segregated fund contracts can offer a safe harbour for Canadians worried about volatile markets.
Read more
-
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.
Read more
-
Wills 101 (Quebec edition)
Need to make a will in Quebec? Follow our guide and learn about what happens if you do or do not have a will.
Read more