Estate Planning

March 2, 2022
12:00 to 1:00 pm

Register here to be sent an invitation to the online meeting closer to the date.

CPA Canada is a respected and influential voice relaying matters raised by our members to the Canada Revenue Agency (CRA) and working collaboratively to identify solutions. CPA has put together resources to help manage your finances and provide you with tools to help.

This session will help you learn how to create a plan to distribute assets, during life or upon death.

LEARNING OBJECTIVES FOR PARTICIPANTS:

  • understand the what and why of estate planning
  • learn about the various tools of estate planning
    • powers of attorney
    • wills
    • joint accounts
    • gifting
    • trust
  • define dying without a will
  • highlight facts on life insurance

Outline:

  • What is estate planning?
  • estate planning process
  • key ideas
  • tools and aids
  • Q&A