Estate planning

Who will inherit your estate? Is your strategy tax-efficient? Did you take any measures to make your heirs' lives easier when the time comes? And have you given any thought to making a planned gift to a charitable organization?

Desjardins can help you make succession liquidation easier and ensure proper planning for key factors involved in the transfer of your wealth and assets (such as the tax implications for survivors).

Estate planning in Quebec

Estate planning in Ontario

The content of this section is purely informational. Its goal is not to provide specific guidance, and the examples provided may not necessarily apply to your circumstances. Desjardins recommends you seek the advice of an advisor or other professional before taking action.