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Estate planning in Ontario

Essential estate planning services


Desjardins estate planning assistance	As a Desjardins member, you can count on your caisse for help throughout the estate planning process.
Desjardins Private Management estate planning services	Does the process promise to be so complex that you prefer to turn to specialized services? If you have more than $500,000 in assets (excluding primary and secondary residences), Desjardins Private Management help you with every aspect of estate planning.


Know the tax implications	A few tax measures taken now could help you avoid a heavy tax burden on your estate later.
Draw up a will	Everything you need to know about wills and choosing an estate trustee.
Set up an express trust	Information to help you determine the type of trust best suited to your estate and goals.
Donations and bequests	A well-designed tax strategy can help you support a cause you care about without penalizing your heirs.
The importance of life insurance	To enable your heirs to pay estate taxes without having to liquidate any assets.
Estate freezing	Cap the value of your estate at its current value and allow future growth in the value of the assets to accrue to your heirs.
Power of attorney	Protect yourself and give someone the power to administer your property in the event you become incapacitated by an illness or accident.
Get more information	Key resources to help you fine-tune your knowledge of estate planning.

Your caisse also makes available administration services to facilitate the task of your estate trustee.