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Casra Mohammedrezai
Home
About us
About Wood Gundy
Meet Your Team
Services
Professional Athletes
Our Wealth Approach
Investment Strategy
Portfolio Partner
Client Resources
Events
Market insights
Client Reporting
Estate Planning
Community
Contact us
Estate Planning
Estate Planning
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Building family wealth with registered plans
Registered plans can have a big impact on family wealth.
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The strategic use of trusts
For many families, trusts can play an integral role in the planning process.
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Charitable estate gifts
Making a charitable gift in your will is a great way to benefit the community and save taxes.
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Estate preservation and enhancement
An estate plan sets out who you’d like to receive your property upon your death. Done properly, this plan takes into account how the various assets you own should be transferred so that as much of your estate value as possible is preserved for your beneficiaries.
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U.S. vacation property planning for Canadians
If you own a vacation property in the United States, taxes could be substantial when you eventually gift, transfer or sell the property.
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Key estate planning documents
When putting together your estate plan, there are many issues to consider and having the right documents in place will go a long way toward your intentions being followed.
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Charitable gifts: wills vs. beneficiary designations
The pros and cons of naming a charity in your will versus designating the charity as a beneficiary of a registered plan.
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