Estate Planning Publication

We are pleased to offer a publication called Estate Planning, prepared by RBC Dominion Securities and my associate, Mr. Trevor C. Cooper.

Under the table of contents on page 2, there is an excellent outline of the key areas of this publication including the following:

  • Introduction
  • Common elements of an estate plan
  • Creating your estate plan
  • Methods of transferring your estate
  • What if you die without a Will?
  • Taxes at death
  • Life insurance
  • Planning for incapacity
  • Where do you go from here?

You will see that this publication provides a very useful overview of some of the many considerations with respect to estate planning that apply to you individually or to you and your business.

If we can be of any service with respect to any questions or points of discussion that you wish to review with us, please do not hesitate tocall us at 905 528 0234, Extension 224 for Joe Truscott or email me at joetruscott@josephtruscott.com.