{"id":1110,"date":"2019-03-12T15:18:28","date_gmt":"2019-03-12T19:18:28","guid":{"rendered":"http:\/\/caissealliance.absoludev.ca\/non-classifiee\/planifier-sa-succession\/"},"modified":"2021-06-03T08:24:21","modified_gmt":"2021-06-03T12:24:21","slug":"planifier-sa-succession","status":"publish","type":"post","link":"https:\/\/www.caissealliance.com\/fr\/particulier\/retraite-et-succession\/planifier-sa-succession\/","title":{"rendered":"Planifier sa succession"},"content":{"rendered":"<p>Qui h\u00e9ritera de votre patrimoine? Votre strat\u00e9gie est-elle efficace sur le plan fiscal? Avez-vous mis en place des moyens afin de faciliter la vie de vos proches le moment venu? Et faire un don planifi\u00e9 \u00e0 un organisme de bienfaisance, vous y avez pens\u00e9 ?<\/p>\n<p>Votre caisse populaire vous offre son soutien pour assurer la planification d\u2019\u00e9l\u00e9ments importants reli\u00e9s au transfert de votre patrimoine, notamment les incidences fiscales \u00e0 votre d\u00e9c\u00e8s.<\/p>\n<p>Le contenu de cette section suivante est pr\u00e9sent\u00e9 \u00e0 titre d\u2019information. Il n\u2019a pas pour but de donner des conseils pr\u00e9cis et les exemples qui peuvent \u00eatre fournis ne s\u2019appliquent pas n\u00e9cessairement \u00e0 votre situation. Votre caisse populaire vous conseille de prendre l\u2019avis d\u2019un conseiller ou d\u2019un autre professionnel avant d\u2019agir.<\/p>\n<h2>Le service d\u2019accompagnement \u00e0 la planification successorale<\/h2>\n<p>Le service d\u2019accompagnement \u00e0 la planification successorale s\u2019adresse aux membres qui d\u00e9sirent que la caisse populaire les assiste dans leur d\u00e9marche.<\/p>\n<p>Ce service est offert par votre conseiller ou par le planificateur financier de votre caisse populaire.<\/p>\n<h3>Avantages<\/h3>\n<ul>\n<li data-gc-list-depth=\"1\" data-gc-list-style=\"bullet\">Vous informe sur l\u2019importance de planifier votre succession;<\/li>\n<li data-gc-list-depth=\"1\" data-gc-list-style=\"bullet\">Vous assure du soutien d\u2019une \u00e9quipe d\u2019experts;<\/li>\n<li data-gc-list-depth=\"1\" data-gc-list-style=\"bullet\">Vous permet de suivre les \u00e9tapes d\u2019une bonne planification de succession;<\/li>\n<li data-gc-list-depth=\"1\" data-gc-list-style=\"bullet\">Facilite le processus d\u2019administration de la succession;<\/li>\n<li data-gc-list-depth=\"1\" data-gc-list-style=\"bullet\">Permet \u00e9conomie de temps et r\u00e9duction des d\u00e9penses dans l\u2019administration de la succession.<\/li>\n<\/ul>\n<h2>La succession exige un minimum de planification<\/h2>\n<ul>\n<li data-gc-list-depth=\"1\" data-gc-list-style=\"bullet\"><a href=\"https:\/\/www.caissealliance.com\/fr\/particulier\/retraite-et-succession\/prevoir-les-consequences-fiscales\/\" target=\"_blank\" rel=\"noopener noreferrer\" data-gc-link=\"https:\/\/absolu2.gathercontent.com\/item\/8445879\">Pr\u00e9voir les cons\u00e9quences fiscales<\/a>:\u00a0Pour \u00e9viter que votre succession ne soit trop lourdement impos\u00e9e, vous devez prendre certaines dispositions sur le plan fiscal.<\/li>\n<li data-gc-list-depth=\"1\" data-gc-list-style=\"bullet\"><a href=\"https:\/\/www.caissealliance.com\/fr\/particulier\/retraite-et-succession\/rediger-un-testament\/\" target=\"_blank\" rel=\"noopener noreferrer\" data-gc-link=\"https:\/\/www.caissealliance.com\/?p=1291\">R\u00e9diger un testament<\/a>:\u00a0Tout ce que vous devez savoir sur le testament et la fa\u00e7on de choisir le fiduciaire de votre succession.<\/li>\n<li data-gc-list-depth=\"1\" data-gc-list-style=\"bullet\"><a href=\"https:\/\/www.caissealliance.com\/fr\/particulier\/retraite-et-succession\/creer-une-fiducie-expresse\/\" target=\"_blank\" rel=\"noopener noreferrer\" data-gc-link=\"https:\/\/absolu2.gathercontent.com\/item\/8445964\">Cr\u00e9er une fiducie expresse<\/a>:\u00a0Pour choisir en toute connaissance de cause le type de fiducie le mieux adapt\u00e9 \u00e0 la nature de votre patrimoine et \u00e0 vos objectifs.<\/li>\n<li data-gc-list-depth=\"1\" data-gc-list-style=\"bullet\"><a href=\"https:\/\/www.caissealliance.com\/fr\/particulier\/retraite-et-succession\/faire-un-don-ou-un-legs\/\" target=\"_blank\" rel=\"noopener noreferrer\" data-gc-link=\"https:\/\/absolu2.gathercontent.com\/item\/8445900\">Faire un don ou un legs<\/a>:\u00a0Une strat\u00e9gie fiscale bien orchestr\u00e9e peut vous permettre de soutenir une cause qui vous tient \u00e0 c\u0153ur sans p\u00e9naliser vos h\u00e9ritiers.<\/li>\n<li data-gc-list-depth=\"1\" data-gc-list-style=\"bullet\"><a href=\"https:\/\/www.caissealliance.com\/fr\/particulier\/retraite-et-succession\/limportance-de-lassurance-vie\/\" target=\"_blank\" rel=\"noopener noreferrer\" data-gc-link=\"https:\/\/absolu2.gathercontent.com\/item\/8445887\">L\u2019importance de l\u2019assurance vie<\/a>:\u00a0Pour permettre \u00e0 votre succession de payer votre imp\u00f4t \u00e0 votre d\u00e9c\u00e8s sans devoir liquider des biens.<\/li>\n<li data-gc-list-depth=\"1\" data-gc-list-style=\"bullet\"><a href=\"https:\/\/www.caissealliance.com\/fr\/particulier\/retraite-et-succession\/effectuer-un-gel-successoral\/\" target=\"_blank\" rel=\"noopener noreferrer\" data-gc-link=\"https:\/\/absolu2.gathercontent.com\/item\/8445972\">Effectuer un gel successoral<\/a>:\u00a0Pour que la plus-value ult\u00e9rieure de vos biens s\u2019accumule en faveur de vos h\u00e9ritiers tout en maintenant leur valeur actuelle.<\/li>\n<li data-gc-list-depth=\"1\" data-gc-list-style=\"bullet\"><a href=\"https:\/\/www.caissealliance.com\/fr\/particulier\/retraite-et-succession\/rediger-une-procuration\/\" target=\"_blank\" rel=\"noopener noreferrer\" data-gc-link=\"https:\/\/absolu2.gathercontent.com\/item\/8445978\">R\u00e9diger une procuration<\/a>:\u00a0Pour vous prot\u00e9ger et assurer l\u2019administration de vos biens si une maladie ou un accident vous rend inapte \u00e0 le faire.<\/li>\n<\/ul>\n<h3>Obtenir de l\u2019information suppl\u00e9mentaire<\/h3>\n<ul>\n<li data-gc-list-depth=\"1\" data-gc-list-style=\"bullet\"><a href=\"http:\/\/www.cra-arc.gc.ca\/bienfaisance\" target=\"_blank\" rel=\"noopener noreferrer\" data-gc-link=\"http:\/\/www.cra-arc.gc.ca\/bienfaisance\">Agence de revenu du Canada<\/a>: L\u2019Agence du revenu du Canada (ARC) enregistre les organismes admissibles au titre d\u2019organisme de bienfaisance, fournit des conseils techniques sur le fonctionnement des organismes de bienfaisance et traite des activit\u00e9s touchant la conformit\u00e9 et les v\u00e9rifications.<\/li>\n<li data-gc-list-depth=\"1\" data-gc-list-style=\"bullet\"><a href=\"http:\/\/www.attorneygeneral.jus.gov.on.ca\/french\/courts\/\" target=\"_blank\" rel=\"noopener noreferrer\" data-gc-link=\"http:\/\/www.attorneygeneral.jus.gov.on.ca\/french\/courts\/\">Gouvernement de l\u2019Ontario, minist\u00e8re du Procureur g\u00e9n\u00e9ral<\/a>: Foire aux questions concernant les successions.<\/li>\n<li data-gc-list-depth=\"1\" data-gc-list-style=\"bullet\"><a href=\"https:\/\/www.ontario.ca\/fr\/page\/que-faire-lorsque-quelquun-decede\" target=\"_blank\" rel=\"noopener noreferrer\" data-gc-link=\"http:\/\/www.ontario.ca\/fr\/life_events\/death\/STEL02_122485.html\">Gouvernement de l\u2019Ontario<\/a>: Que faire lorsque quelqu\u2019un d\u00e9c\u00e8de.<\/li>\n<\/ul>\n<p>Votre caisse populaire met \u00e9galement \u00e0 votre disposition des services d\u2019administration de succession rendant ainsi cette t\u00e2che beaucoup plus simple pour le fiduciaire de succession. Voir l&#8217;article:\u00a0<a href=\"https:\/\/www.caissealliance.com\/fr\/particulier\/retraite-et-succession\/liquider-une-succession\/\" target=\"_blank\" rel=\"noopener noreferrer\" data-gc-link=\"https:\/\/absolu2.gathercontent.com\/item\/8445920\">Liquider une succession<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Qui h\u00e9ritera de votre patrimoine? Votre strat\u00e9gie est-elle efficace sur le plan fiscal? Avez-vous mis en place des moyens afin de faciliter la vie de vos proches le moment venu? Et faire un don planifi\u00e9 \u00e0 un organisme de bienfaisance, vous y avez pens\u00e9 ? Votre caisse populaire vous offre son soutien pour assurer la [&#8230;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[52],"tags":[],"class_list":["post-1110","post","type-post","status-publish","format-standard","hentry","category-retraite-et-succession"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Planifier sa succession | Caisse Alliance<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.caissealliance.com\/fr\/particulier\/retraite-et-succession\/planifier-sa-succession\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Planifier sa succession | Caisse Alliance\" \/>\n<meta property=\"og:description\" content=\"Qui h\u00e9ritera de votre patrimoine? 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