Estate planning in Quebec
Essential estate planning services
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As a Desjardins member, you can count on your caisse for help throughout the estate planning process. |
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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. |
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Key factors in estate planning
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A few tax measures taken now could help you avoid a heavy tax burden on your estate later. |
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Everything you need to know about wills and choosing an estate
liquidator.
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Information to help you determine the type of trust best suited to your estate and goals. |
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A well-designed tax strategy can help you support a cause you care about without penalizing your heirs. |
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To enable your heirs to pay estate taxes without having to liquidate any assets. |
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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. |
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Protect yourself and give someone the power to administer your property in the event you become incapacitated by an illness or accident. |
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Key resources to help you fine-tune your knowledge of estate planning. |
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Your caisse also makes available estate settlement services to facilitate the task of your estate liquidator.
