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Estate Planning

Estate planning is not merely the drafting of a will.  There are several other factors to be considered.

  • Family Vision and Objectives
    • Legacy
    • Fairness
    • Harmony
  • Legal Considerations
    • Wills Variation Act
    • Family Relations Act
  • Estate Duties, Taxes and Probate Fees
    • RRSP/RRIF - fully taxable
    • Capital gains - 50% taxable
    • Probate fees - 1.4%
    • US estate duties on US properties - ie, property for Snowbirds
    • US estate duties on worldwide property for US citizens

 

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Tel: 604.331.2520  |   Toll Free: 1.888.496.3539   |   info@investaflex.com

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