An overview of estate planning basics as well as some advanced concepts such as minimizing taxes, selecting an executor/POA, beneficiary designations, and more. For adults aged 50-75. Please register on Eventbrite. Join in person or on Zoom.

June 4 session: 15+ Tax and Estate Considerations for Canadians 55+

This presentation shares more than 15 tax and estate strategies that Canadians should consider while drafting their estate plan. Key concepts that will be discussed include:

• Strategies to minimize tax and bypass probate
• Estate Trustee and Power of Attorney (POA) roles and responsibilities
• Estate privacy
• Beneficiaries and successor owners
• Intergenerational wealth transfer strategies
• Inheritance planning
• Trust basics and reasons to consider trusts
• Maintaining family harmony

Presented by Paul Peios, CFP®, CIM®, DFSA™, CEA®, CERTIFIED FINANCIAL PLANNER®, IG WEALTH MANAGEMENT.