Tuesday, June 14, 2022

5 KEY ESTATE PLANNING QUESTIONS TO ASK YOURSELF 💰:

1. How will your estate be affected by probate fees?

2. Are there significant capital gains that will be triggered on your final tax return that need to be considered?

3. Are your assets all in Canada or are their international tax considerations?

4. How will your company be affected?

5. Are the use of trusts a viable option?

At St. Albert Financial Consultants, we proudly offer clients estate planning services. If you haven't yet done estate planning, we strongly suggest that you do so sooner rather than later.

We would love to provide assistance and guidance in your estate planning by considering the tax implications that may affect your situation. Allow us to recommend steps that can be taken to ensure your estate is structured in a tax efficient manner.

Please contact us today if you would like to learn more about estate planning at SAFC.
📱: 780-459-8803
📧: admin@StAlbertFinancialConsultants.ca

Posted at 08:57 PM