Estate planning in today’s times: Four key elements

Jul 12, 2021 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

With a growing awareness and change in dialogue over the course of the pandemic, many are turning more attention to their estate plans. Here are some important considerations in protecting yourself and your loved ones.

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An integrated approach to wealth planning with myGPS™

Oct 26, 2020 |Investment, tax, and lifestyle perspectives from RBC Wealth Management Services

Augmenting the client-advisor connection in making wealth planning work for you.

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Does your family have a succession plan? Tips for maintaining family harmony

Sep 11, 2020 |RBC Wealth Management

Harmony across families can be maintained by having multi-generational dialogue. Learn how you can start the conversation with your loved ones.

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Podcast: Key details to consider in Will and estate planning

Jul 30, 2020 |Rick Mirabelli and Brian Gibson

Regardless of your age or stage of life, a proper and up-to-date Will and estate plan offers peace of mind, and can help ensure you and your loved ones are protected.

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COVID-19: How to empower older Canadians with personal and financial planning

Jun 16, 2020 |John Stackhouse

Current impacts from COVID-19 are prompting Canadians to consider how and where they’ll grow old and who will take care of them. Learn why having a plan in place is important.

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Podcast: Planning for an estate freeze or re-freeze

Jun 15, 2020 |Tony Maiorino and Abby Kassar

If you’re the owner of an incorporated business, an estate freeze is a planning tool that may improve tax efficiency and help to simplify your estate planning.

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Estate freeze planning

Apr 27, 2020 |RBC Wealth Management Services

“If you own all the shares of your business, an estate freeze can minimize taxes and provide you with more flexibility.”

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When should you review your will and estate plan?

Apr 22, 2020 |RBC Wealth Management Services

“As a start, many legal professionals generally recommend reviewing your plan every 3 to 5 years.”

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Have you prepared and reviewed your Will?

Mar 16, 2020 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

Here are two handy checklists of questions to address and aspects to consider.

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Thinking ahead for beneficiaries with disabilities

Mar 15, 2020 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

When a family member has a disability, estate planning may be more complex. Here are two potential options to consider.

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