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Estate Planning is the process of
preparing for the orderly administration and disbursement of a
person's estate. The preparation includes taking actions that will
minimize taxes and distribute assets to the appropriate heirs. A well drafted estate plan is your assurance that the taxes and costs associated with your death will be minimized. A good estate plan also keeps the process of settling your estate as simple and efficient as possible. Most importantly, your estate plan will ensure that your assets will be used to benefit the people or institutions that you choose, in the amounts that you choose. Estate Planning can involve a number of professionals including your financial advisor, tax advisor, and legal counsel, usually a Notary in the Province of Quebec. |
Estate Planning: 10 Simple Steps |
| Will Planning Workbook | |
| Executor Duties Checklist | |
| The importance of Wills, PA's & Mandates | |
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Affiliated with Mortgage Intelligence Inc. for Mortgage Brokerage
services |
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