Advice for ensuring a smooth transfer of wealth.
Every year in Canada, billions of dollars in estate assets are transferred at death. Sometimes a transfer of wealth doesn’t go as smoothly as expected. The good news is there are ways to minimize the risk of problems by keeping a few points in mind during the estate planning process. Careful planning and review of existing plans can help to ensure that the assets you’ve spent a lifetime accumulating go to the people you’ve selected, in the way you intend.
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