Don't Let the CRA be your beneficiary when you die!

posted Feb 17, 2016, 11:42 AM by Janelle deRocquigny   [ updated Feb 17, 2016, 11:45 AM ]
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As comprehensive wealth planners, we assist clients with all aspects of their planning be it financial, insurance, tax or estate planning related.  They are all important pieces that need to come together in order to create the goal of achieving peace of mind in retirement.  We often meet people who have made possibly dangerous assumptions about their estate plan, the beneficiary designations they had made unintentionally harmed the inheritance they planned to leave for their children..  It happens more often than you might think.  Another common issue is that their plan doesn't minimize the tax bill their estate is likely to have to pay to the CRA. 

This article from the Globe and Mail written by Joel Schlesinger is a great reminder piece.

Click here to the read the article  --> Don'tlet the CRA be your beneficiary when you die.

Every situation is unique!  If you'd like to have a meeting to discuss your personal situation to address any potential gaps you might have in your current plan, please contact Janelle at 204.977.8022 or via email at jderocquigny@assante.com in order to set a meeting or telephone appointment.