Your One Stop Financial Solution 

Superstar Investment Corp

Serving Your Financial Needs in The Twenty-First Century   

 Investors  Access  Site

Home

 

 

Estate Planning 

Estate planning is a important element of both the income tax planning and financial planning process. As planning decisions have an impact in either element. We can review investment goals and objectives both to increase your income and wealth and analyze what effect purposed changes will have on your estate and the amount of tax that will become due. We can suggest ways clients can reduce the effect of taxes on your estate,  maximizing the amount available to the estates beneficiaries. Various investment strategies are available to investors to compensate for taxes that estates will face.  By using the appropriate investment plans that are available today  to counteract the effect of taxes when someone passes away. Let us help you and your family  to see the broad overall picture of investing and create an investment plan that takes advantage of all of the investment opportunities that exist..    

Structuring an effective will

What is Probate?

Probate is the legal proof that a will is correct and the executor has the legal right to administer an estate. Probate can be expensive as the governments have over time increased their charges for probating a will. There are different investment options available to help reduce the amount of probate fees charged and whether a will may need to be probated. 

In structuring a will and investments consideration has to be given to the legal requirements outlined in the family law acts in Canada as they outline what legal rights are present and how they are  satisfied. Family Law is an important consideration in estate planning as the law tells an investor and a planner what is or is not permitted. This way investment decisions work within the law and not outside of it. Changes to Family law have had an important effect on how an investment is structured. Without considering the Family Law Act investors run the risk of having their  wills and desire expressed in their Last Will and Testament from being acted upon since the law will take preferences  over what is in the will. This change may not be acceptable to the person leaving the assets. Family law implications of investing have become more important and any changes have a direct impact on any investments

Family Law and Estate Planning

Probate Planning to minimize Estate Costs

Incapacity and Planning Ahead

Death and Taxes

Executors Role

 

Top

Need Tax Advice. 

email us at:  superstartaxes@superstarinvestment.com

                Home ] Managing Volatility During Difficult Time ] Tax Free Saving Account ] Who We Are and What We Do ] Professional Investment Advice ] Financial Planning Services ] Income Tax Services ] [ Estate  and Succession Planning ] Financial Resources ] Financial Calculators ] Best Mortgage Rates ] Privacy Statement ] Job Opportunities ]

Send mail to starweb@rogers.com with questions or comments about this web site.
Copyright © 2001 Superstar Investment Corp

Last modified:Nov 17 2008