Agopian Estate Planning Group
A Guide to Income Protection Planning Insurance Needs Analysis Estate Planning Checklist Disability Insurance – CIBC offer
Wills are the most fundamental way to ensure that your wishes are understood and implemented. They provide the information and instructions to your Executor so that your personal and financial assets are distributed to the right beneficiaries at the right time in the right proportions. Without a Will, the courts decide who controls the estate and the default rules for management and distribution of the estate may be very different than your wishes. Wills 101
Trusts are used to hold and distribute assets and income to beneficiaries under the prudent management of one or more trustees. These may exist during your lifetime (inter vivos), such as a family trust, or may be created by execution of a Will (testamentary). They are extremely flexible in their design and bring many advantages with respect to taxation, creditor protection and support for dependents. You are able to determine the assets, beneficiaries, trustees and terms of the trust. Trusts – an introduction
Insured Annuity Strategy Life Insurance as an Asset Class Estate Planning and Wealth preservation Preserving the family cottage for future generations Preserve the value of your estate Protecting your Estate with Tax-Exempt Life Insurance Long Term Care Insurance
Business Transition Planning Checklist Corporate vs. ‘Personal Insurance Ownership Evaluating Corporate-owned life insurance Corporate Estate Bond overview New Legislation Will Impact Insurance Tax Benefits Key Person Insurance Buy Sell Agreements
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