Estate Planning

Estate Planning

Checklist for Liquidators in Quebec

Below is a checklist of the main steps the liquidator of an estate should follow after the death of the deceased.

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Estate Planning

Testamentary Trusts as Estate Planning Tools

Discussion of testamentary trusts as an estate planning tool, a summary of their tax treatment and some considerations for clients before setting up a trust in their Will.

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Estate Planning

Types of wills in Quebec and probating non-notarized wills

The law in Quebec recognizes three types of wills: notarized, holograph and before witnesses. Each type of will is subject to various conditions. Each person must have their own will. Couples are not permitted to have a joint will. The only exception is the testamentary provision in a marriage or civil union contract under which the spouses appoint each other as their respective heirs.

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Estate Planning

Intestacy throughout Canada

Many Canadians do not have a will and the distribution of their estate will be decided by the laws of intestacy, a government-imposed formula. This chart describes the rules of intestacy in each province and territory of Canada.

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Estate Planning

Investing in a Trust - What you need to know

From an Advisor’s perspective providing a Trustee with investment recommendations can prove challenging. In this webcast we will discuss some of the things an Advisor should consider when providing investment recommendations to a Trustee.

Building and maintaining an up-to-date and tax efficient estate plan ensures clients’ property and health care wishes are honoured when they become incapable and also provides their wishes are documented and honoured after death. In order to fully maximize an estate plan an understanding of the tax, trust and estate rules is essential.

About us

CI’s TREP Team enhances the tax, retirement and estate planning experience through education and communication for wherever life takes our clients.

For further information on TREP, please contact your CI sales team.