Over a lifetime, your client has worked and managed to accumulate an estate consisting of registered savings, non-registered savings, property, maybe even a business. And when they pass, they want to make sure that their family or a favourite charity receives as much of their estate as possible. So far so good, right?
However, the reality is that if your client fails to structure their estate effectively, much of those hard-earned dollars could end up in the hands of government as taxes or distributed to heirs in a way contrary to their wishes. So, how can they prevent their estate from being distributed incorrectly? Proper estate planning is key.
Watch this video, then share it with your clients to demonstrate the importance of effective estate planning with a trusted Advisor – that’s you!
For similar content, read, then share Estate Protection for your Client. And if you have any questions about estate planning, be sure to contact your local PPI Collaboration Centre.
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INFOclip: Protecting Your Estate