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Nina Johnson, CFP
Home
Meet Our Team
Testimonials
Services
Investor Resources
Registered Accounts
Tax Planning & Strategies
Estate Planning
Market insights
Contact us
Estate Planning
1708 Dolphin Avenue Suite 1007 Kelowna BC, V1Y 9S4
(250) 717-2630
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Estate Planning
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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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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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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U.S. estate tax planning for Canadians
U.S. transfer taxes may arise when assets are transferred to others during lifetime or upon death.
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