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Planning your estate

Ready to get your estate in order?

A Desjardins advisor can help you:

  • appraise your estate
  • calculate the true value of your assets
  • minimize the tax impact at death
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Make important estate-planning decisions

You want your loved ones to receive as much of your estate as possible. As part of your financial plan, your advisor will look at the value of your estate and draw up a personalized action plan. This plan may include recommendations from experts in insurance, taxation, trust arrangements and charitable giving.

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