| Provincial Life Credits: | 7 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 7 credits (Financial Planning) |
| Institute Members: | 7 credits |
This course answers the question of “what is going to happen to my assets when I die?” It looks at RRSPs, RRIFs, TFSAs, RESPs, mutual funds, the principal and secondary residence, pensions, shares of a small business, and even a collection of stamps. Tax on death for each asset is reviewed and the use of life insurance for value transfer is explored.
You will be able to show your clients how much life insurance they need to fulfill their estate planning goals and how to keep insurance needs in line with increasing tax obligations.
You will also learn the mistakes made in naming beneficiaries, changes to the principal residence exemption, and how to use segregated funds for estate planning.
Property Matters is in-depth information on a subject that touches everyone. It will be a valuable resource in your practice in years to come.
- Build an estate plan properly — based on the value of assets in the estate and how they can be transitioned to beneficiaries;
- Understand where, when, and how taxes are applied;
- Identify the role and adequacy of insurance;
- Help clients plan now for peace of mind later.
$79.95
$79.95