An overview of the issues affecting estate planning

1. Welcome

2. Estate & Legacy Planning

4. Estate Planning Geoffrey Parker, CFA, CFP

5. Estate Planning Your Beneficiaries Charity Family CRA

6. Estate Planning Your Beneficiaries Charity Family CRA

10. Wills Estate Planning

14. Powers of Attorney (POA)

17. Probate Fee Planning

20. Trusts: Tax and Non-Tax Uses

24. Taxation of Estates & Tax Planning Strategies

28. US Estate Tax

33. Insurance as an Estate Planning Tool Estate Planning

35. Legacy Planning

37. Summary

40. Plan While You Can Not When You Must (or Can’t) Estate Planning

41. Plan While You Can Not When You Must (or Can’t) Estate Planning

43. Working with You Estate Planning

47. Thank you