02/09/2023
What are the best resources for understanding the needs of an Estate Plan in Canada?
Government of Canada: The Government of Canada website provides information on estate planning, including the legal requirements for creating a will and the probate process.
Canadian Bar Association: The Canadian Bar Association provides resources and information on estate planning, including a directory of lawyers who specialize in estate planning.
Financial Institutions: Many financial institutions offer educational resources and seminars on estate planning.
Estate Planning Websites: There are numerous websites dedicated to estate planning, including Canadian Estate Planning, Estate Planning Canada, and Estate Planning Solutions.
Estate Planning Books: There are several books available on estate planning in Canada, including "Estate Planning in Canada" by Julie Creswell, "The Canadian Estate Planning Guide" by Rona Birenbaum, and "Estate Planning: How to Protect Your Estate and Legacy" by Jim Yih.
Accountants and Financial Advisors: Consult with an accountant or financial advisor who specializes in estate planning to learn about the best strategies for preserving and transferring your wealth.
Professional Associations: Organizations such as the Society of Trust and Estate Practitioners (STEP) offer resources and information on estate planning, including events, webinars, and workshops.