Estate planning is a legal process for the distribution of a deceased person’s assets. It allows you to create a formal strategy that helps safeguard your assets and transfer them in an orderly, tax-efficient manner to beneficiaries.
The Canada Revenue Agency (CRA) doesn’t consider the amount you inherit to be taxable income, but before you receive this inheritance, the CRA taxes property held in the estate of your benefactor (i.e., the person providing your inheritance).
Have you ever thought about what might happen to your finances if you became physically or mentally incapacitated? Who would pay the bills, manage your investments and look after your various financial accounts?
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