Retirement: How to effectively plan my estate - Step 4 of 5

Retirement: How to effectively plan my estate - Step 4 of 5 (0 min 20 s)

Added on June 27, 2012

Description

Are you retired and want more information on financial strategies you can implement to ensure that you have a comfortable life? Competent and knowledgeable Desjardins experts will answer your questions and guide you.

Video: Retirement: How to effectively plan my estate - Step 4 of 5

Retirement: How to effectively plan my estate - Step 4 of 5 (0 min 20 s)

Added on June 27, 2012 | Personal

Question: At my age, I’m starting to think about what I will leave behind for my loved ones. How can I ensure that the settlement of my estate doesn’t become a source of conflict for my family?

Answer: Your advisor can show you a number of ways to reduce estate taxes and plan various aspects related to transferring your assets.

If you want to leave money to your loved ones, life insurance can be a good solution. Your advisor can put you in contact with a financial security1 advisor.

Financial security advisor from Desjardins Financial Security, Financial Services Firm