Browse WME Course For Financial Planners (WME-FP)

Chapter 16: Estate Planning Strategies

In this section

  • Trusts
    Explore the fundamentals of trusts in Canadian estate planning, including their formation, types, tax considerations, and trustee responsibilities.
  • Taxation
    Comprehensive guide on the role of taxation in Canadian estate planning, focusing on spousal rollovers, deemed dispositions, principal residence exemptions, and effective strategies for minimizing tax liabilities.
  • General Issues to Consider for Estate Planning
    Discover essential considerations for estate planning in Canada, from family dynamics and executor selection to protecting vulnerable beneficiaries, managing digital assets, and staying updated with cross-border complexities.