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Your Desjardins advisor will guide you through the estate planning process to make sure your wishes are carried out and your loved ones are taken care of. They can help you:
Reduce the tax burden on your estate
Prepare your estate balance sheet to figure out your net worth
Come up with a personalized financial plan to help you meet your goals (asset protection, estate planning, etc.)
The tax burden associated with leaving your cottage to your heirs is a complicated topic, and it's easy to get lost in the details. Test yourself! True or false?
Discover why it pays to create an estate plan sooner rather than later. It makes things easier for you and will make things easier for your loved ones later on.