Couple with their estate planning advisor - Benefit Strategies Inc

Key Estate Planning Questions to Ask Yourself

Do You Know What Estate Planning Questions to Ask? Estate planning is organizing a tax-efficient transfer of your assets to family members, specific people or charities. Your estate plan will determine who should receive assets, and when proceeds of your estate should be distributed. Plus any other financial or contractual obligations. If you own a…

Two generations talking about estate planning - Benefit Strategies Inc

How to Talk About Estate Planning

Is Estate Planning the Elephant in the Room for Canadian Families? Recent studies show that most Canadians are uncomfortable with talking about estate planning, finances and wills with their parents, families, and even professionals: 47% of Canadians have never brought up the subject of inheritance with the people they want to leave money to 79% have…