Estate Planning Council of Canada

National Association of Canadian Estate Planning Professionals - open to Lawyers, Accountants, Bankers, Financial Planners, Trust Officers ,Insurance Agents

[Estate Planning Council of Canada @Canada_EPC]

https://t.co/LqIAUyOE8j

[Estate Planning Council of Canada @Canada_EPC]

How long is it taking to get clearance certificates in your region?
Often executors are criticized for taking too much time to settle estates or transfer assets to beneficiaries.
#estateadministration

[Estate Planning Council of Canada @Canada_EPC]

Advisors Can Help...
Accountants, Lawyers, Financial Planners, Trust Officers, Insurance Advisors and Philanthropy Professionals.
See our list of Estate Planning and Estate Administration Experts:
https://t.co/hY7XgAL5vn
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#estateplanning #estateadministration

[Estate Planning Council of Canada @Canada_EPC]

A general revocation is not good enough to replace a testamentary instrument's designated beneficiary clause.
Written by James R.G. Cook
Gardiner Roberts LLP
https://t.co/4mWlTy9ZtZ

[Estate Planning Council of Canada @Canada_EPC]

CDIC Deposit Insurance Calculator: https://t.co/Tyd37Pw589
The Canada Deposit Insurance Corporation (CDIC) is the federal Crown corporation that provides deposit insurance against the loss of eligible deposits in the event of a member institution failure.

[Estate Planning Council of Canada @Canada_EPC]

The Council welcomes prospective new members and guests to attend our future meetings.  
Events / Information: https://t.co/P6TEeRZ6Eo
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#estateplanning #advisors #retirementplanning

[Estate Planning Council of Canada @Canada_EPC]

There are 4000+ Canadians on the organ waitlist. There are thousands more waiting for a life-improving tissue donation. This is why registration matters so deeply.
Register to be an organ and tissue donor in your province today: https://t.co/j6k3nEsmy5 #estateplanning

[Estate Planning Council of Canada @Canada_EPC]

A warm welcome to our new members in the Trust / Bank Category. Membership Information: https://t.co/GFsN73MHn1
Membership Directory: https://t.co/24q5w9DMgm
#MTI #trustofficer #estateplanning #bank

[Estate Planning Council of Canada @Canada_EPC]

Genuine Intergenerational Transfers (abridged)
For many years, non-arm’s length intergenerational transfers of corporate businesses were treated inequitably under the Income Tax Act. Read full article by John Oakey here: https://t.co/HXBsjTdmzg

[Estate Planning Council of Canada @Canada_EPC]

Are you curious about new advances in estate planning? We will take a guided tour through innovative platforms that are shaping the future. Six tech firms have been invited to participate.  Which one would benefit your practice? Information/Registration: https://t.co/8HdpsO5UYz

[Estate Planning Council of Canada @Canada_EPC]

According to J.D. Power Canada 2022 Study - while 40% of investors say their financial advisor provides them with comprehensive advice, only 7% of investors receive all the elements
Read : https://t.co/NbnrTszxnm
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#estateplanning #financialplanning #retirementplanning

[Estate Planning Council of Canada @Canada_EPC]

Do you have clients with relatives, property, inheritances or business in India? Learn about inheritance tax and planning strategies for residents and non-residents. Registration / information: https://t.co/vIuNNqgSgF
#estateplanning