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Estate Planning

Introduction
 
Creating Your Estate Plan
Step 1: Prepare An Inventory Of Your Assets And Liabilities
Step 2: Define Your Estate Planning Objectives
Step 3: Evaluate Your Objectives Based On Your Current Situation
Step 4: Determine Which Actions Are Necessary To Achieve Your Objectives
Step 5: Consult The Appropriate Advisors To Implement The Components Of Your Plan
Step 6: Periodically Review Your Plan
 
Methods of Transferring Your Estate
Wills
Testamentary Trusts
Non-Probatable Assets (Joint Ownership)
Gifting Assets Before Death
Living/Family Trusts
 
What If You Die Without A Will
 
Taxes At Death
Deemed Dispositions
RSPs And RIFs
Probate Taxes
U.S. Estate Tax
 
Life Insurance
Basic Types Of Life Insurance
Term and Permanent
 
Planning For Incapacity
Power Of Attorney
Enduring Power Of Attorney
Living Wills
Pre-Planned Funeral Arrangements
 
Where Do You Go from Here
 


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