Chapter 18: Passing on the Estate

In this section

• Preparing a Will
  Learn how to draft, review, and update a valid will in Canada, including key provincial requirements, executor responsibilities, naming beneficiaries, and integrating the will with your overall financial plan.
• Probating a Will
  Discover the essential steps, legal implications, and practical tips for probating a will in Canada, including important variations in Quebec and strategies to streamline the estate settlement process.
• Reducing the Impact of Probate
  Explore various strategies to reduce the impact of probate in Canada, including joint ownership, beneficiary designations, trusts, spousal rollovers, corporate structures, and insurance solutions.
• Minimizing or Deferring Taxes Right before Death
  Learn how to strategically minimize or defer taxes before death through estate freezes, charitable gifting, and careful asset transfers in Canada.
• Minimizing or Deferring Taxes Upon Death
  Learn practical strategies for reducing tax burdens triggered by death through post-mortem planning, spousal rollovers, trusts, and more, in compliance with Canadian estate laws.