When it comes to wealth transfer and inheritance planning, the majority of Canadians don’t have a formal plan in place. Additionally, among wealthy Canadians:1

58% have not discussed inheritance with their heirs, and 12% do not intend to do so.

32% are worried about how their heirs will handle their inheritance.

40% want their heirs to have the same financial advisor that they have, but only 19% have introduced their children to a financial advisor or taken them to a planning meeting.

We hope the articles below will assist you and your family with your wealth transfer and inheritance planning.

Notes: Information gathered from multiple sources, including, but not limited to, Statistics Canada and IPC Private Wealth.
1with at least $500,000 in investable assets.

5 Key Questions in Estate Planning & Wealth Transfer

Creating a Lasting Impact

'til Death Do Us Part

Wealth Transfer Options for Consideration

Educating Heirs on Your Estate Plan

Will & Estate Planning

Planning for Tomorrow, Today

The Family Inventory Estate Planning for Your RRSP/RRIF
Wills & Will Planning Estate Planning for Your TFSA
Multiple Wills Estate Planning for Blended Families
Probating a Will Estate Planning for U.S. Citizens in Canada
Dying Intestate Estate Freeze
Income Taxes at Death Intestacy - Estate Distribution
Optional Returns for a Deceased Individual U.S. Estate Tax: Canadians owning U.S. real estate
Non-Resident Executors  

Trusts

Testamentary Trusts: a reason to consider amending your will Alter Ego & Joint Partner Trusts
Testamentary Spousal Trusts Henson Trusts
Testamentary Trusts for Residents of Quebec Trust Reporting Requirements
Trustee Investment Powers Taxation of In-Trust Accounts

Wealth Transfer

Joint Ownership Accounts

Succeeding in Succession

Transferring Your Farm to the Family

Canadian Vacation Property Succession Planning

Receiving a Significant Cash Inflow