Who will inherit your estate? Is your strategy tax-efficient? Did you take any measures to make your heirs\u2019 lives easier when the time comes? And have you given any thought to making a planned gift to a charitable organization?<\/p>\n
Your Caisse populaire can help you make succession liquidation easier and ensure proper planning for key factors involved in the transfer of your wealth and assets (such as the tax implications for survivors).<\/p>\n
The content of the following section is purely informational. Its goal is not to provide specific guidance, and the examples provided may not necessarily apply to your circumstances. Your Caisse populaire recommends you seek the advice of an advisor or other professional before taking action.<\/p>\n
Estate planning assistance is available to members who would like the Caisse populaire\u2019s help throughout the estate planning process.<\/p>\n
The service is offered by your Caisse populaire advisor or financial planner.<\/p>\n