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Planning your estate
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- Estate planning
- Wills and mandate in case of incapacity
- Setting up a trust
- Estate settlement
- Permanent life insurance
- Planned giving
Planned giving
A well-designed tax strategy that can let you to support a cause you care about without penalizing your heirs
Donating the proceeds of a life insurance policy - Support causes you care about with the help of tax credits
You can donate:
- money
- publicly-traded stocks
- property (home, cottage, business, land, etc.)
- investments, whether registered (RRSP, RRIF) or non-registered
- life insurance policies
- collections, jewellery, art
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