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Category: Manulife
Manulife September 16, 2018September 30, 2018

The value of naming a beneficiary.

The value of naming a beneficiary

When reviewing one’s estate plan, segregated funds should be considered. This is because you can name a beneficiary on both non-registered and registered contracts. And with the ability to name a beneficiary comes several powerful benefits.
Continue reading “The value of naming a beneficiary.”

Manulife September 11, 2018September 30, 2018

Death, Fees and Taxes

Death, Fees and Taxes

When you die, for taxes purposes, you’re deemed to have disposed of all of your property. So for non-registered assets, you could trigger a capital gain or capital loss. There’s also something called probate fees in most provinces.
Continue reading “Death, Fees and Taxes”

Manulife September 10, 2018September 30, 2018

Protect your estate after you’re gone.

Protect your estate after you’re gone

People work hard to save money to provide a nest egg for after they’re gone and they want to make sure that money is managed responsibly and put to good use.

Continue reading “Protect your estate after you’re gone.”

Manulife September 9, 2018September 30, 2018

What is estate planning?

What is estate planning?

Estate planning is the process where you lay out your instructions as to how your assets should be distributed. Who they are to go to, when they are to go to them and in what form. And of course, you want to do this in a very thoughtful way.
Continue reading “What is estate planning?”

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