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Simple Estate Planning[1]

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Simple Estate Planning “ No Lawyer Required” Stephen Cox, Certified Financial Planner CFP ® , CERTIFIED FINANCIAL PLANNER ® and CFP (with flame logo) ® are trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planners Standards Council is the marks licensing authority for the CFP Marks in Canada, through agreement with FPSB. Copyright © 2009 Financial Planners Standards Council. All rights reserved. ® Registered trademark owned by Desjardins Financial Security
Disclaimer ,[object Object],[object Object]
What is Estate Planning ,[object Object]
Why Bother? ,[object Object],[object Object]
Asset Accumulation ,[object Object]
[object Object],[object Object]
WHERE WILL YOUR ESTATE GO? ,[object Object],[object Object]
WILL PLANNING ,[object Object],[object Object],[object Object]
CAPITAL GAINS TAXATION ,[object Object],[object Object]
RRSP or RRIF TAXATION ,[object Object],[object Object]
Don’t forget the Probate Fees! ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What Property is EXCLUDED from Probate Fees? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Aim of This Exercise ,[object Object]
How is this done? ,[object Object]
The result ,[object Object],[object Object],[object Object]
Why Consider a Segregated Fund ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The results are less taxing! ,[object Object],[object Object],[object Object]
I want to minimize my fees on Death, so I can leave more (Source: Desjardins Financial Security)
Simple estate planning “to do’s” ,[object Object],[object Object],[object Object]
Simple estate planning “to do’s” ,[object Object],[object Object],[object Object]
Contact me with questions… ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
DISCLAIMER ,[object Object]
Disclaimer ,[object Object]
THANK YOU! Questions?

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Simple Estate Planning[1]

  • 1. Simple Estate Planning “ No Lawyer Required” Stephen Cox, Certified Financial Planner CFP ® , CERTIFIED FINANCIAL PLANNER ® and CFP (with flame logo) ® are trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planners Standards Council is the marks licensing authority for the CFP Marks in Canada, through agreement with FPSB. Copyright © 2009 Financial Planners Standards Council. All rights reserved. ® Registered trademark owned by Desjardins Financial Security
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  • 18. I want to minimize my fees on Death, so I can leave more (Source: Desjardins Financial Security)
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