Settling an Estate
Settling an Estate
 
Reducing the burden
 
RBC Dominion Securities Settling an Estate publication is an easy-to-follow reference designed to help guide families through the complicated estate-settlement process. It covers everything from funeral arrangements to organizing estate assets in a tax-efficient manner. Other topics include:
 
  • Finding, probating and distributing the Will
  • Assembling, organizing, distributing, or investing the estate assets
  • Settling posthumous debts and taxes
  • Handling business or partnership arrangements

 

 
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Estate Planning Guide

Estate Planning Guide
 
Everything you need to know
 
Proper estate planning requires careful consideration of many factors: reducing taxes, providing for loved ones, passing on assets in an orderly fashion, creating a charitable legacy and more.
 
It will help you cover off important topics such as: 
 
  • Creating valid and current Wills for all adults in the family
  • Evaluating insurance coverage
  • Understanding ownership structures (i.e. the use of Joint Tenancy agreements)
  • Realizing advanced estate-planning opportunities (i.e. the use of Living Trusts)
  • Planning charitable gifts


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Estate and Wealth Protection
Estate and Wealth Protection
 
 
Solutions and strategies for protecting your assets, transferring your wealth and settling an estate.
 
Helping you build and effectively manage your wealth and investments is just one of the ways RBC Dominion Securities can help meet your needs. Using insurance strategies and other solutions, we can help you protect your wealth during your lifetime, preserve the value of your estate for your beneficiaries, and help you tax-effectively transfer your wealth to family members, a favourite charity or other beneficiary.
 
 
Estate and Wealth Protection Key Features
 
Explore how we can meet the following retirement planning needs:
 
Asset Protection - Protect the value of your estate through living benefits insurance, segregated funds and insured annuities.

Wealth Transfer - Maximize the wealth you pass on using tax-effective insurance strategies and charitable giving solutions. Estate Settlement - Learn how we can help ease the burden if you've been appointed as an estate executor
 
Our retirement planning solutions could be ideal if you:
 
  • Want a way to grow your assets while guaranteeing a payout for your beneficiaries
  • Are concerned about protecting your estate's assets and your income in the event of a disability, critical illness or long-term care situation
  • Need a tax-effective way to transfer your wealth to your beneficiaries
  • Need a way to meet the tax obligations of your estate and other estate settlement costs without liquidating or eroding your estate's assets
  • Want to make a one-time or ongoing gift to a charity or not-for-profit organization
  • Have been appointed as executor for an estate and need assistance with some or all of your duties
To learn more about Investment Solutions, please contact us.