Clearline CPA website: https://www.clearlinecpa.ca/
Net Worth Tracker: https://www.parallelwealth.com/net-worth

In this video, Jeff Block of Clearline CPA joins us to explain what an estate plan should look like. It is extremely important to have one to avoid paying unnecessary taxes upon death, but also to avoid leaving a significant burden on your loved ones. Allow them to grieve…the last thing you want is for them to worry about their finances at this time.

If you have further questions about the topic of this video or financial planning questions in general, I encourage you to find a certified financial planner in your area or book a consultation with us to put your savings plan on the map. right way. You can learn more about our services at https://www.parallelwealth.com/planning or by email [email protected]

6 ways to improve your financial plan:
Personal Finance for Canadians for Dummies: https://amzn.to/308jzic
Free credit report with Borrowell: https://borrowell.com/free-credit-score?utm_source=refer2020-1886159
Open an EQ bank account: https://join.eqbank.ca?code=ADAM8851
Financial calculator I use: https://amzn.to/3qiFf6m
Financial masterclass for Canadians: https://www.parallelwealth.com/masterclass
20% off an online will at www.willful.co, use promo code: PWFG

OUTLINE
12:00 a.m. – Presentation by Jeff
0:41 – What is an estate plan
1:15 p.m. – Final return
2:32 – Collapse of RRSPs
2:49 – Scenario
3:15 p.m. – Executor is a lot of work
3:59 – Return to scenario
7:20 a.m. – Return due date
8:24 – Make life easier for the executor
9:50 a.m. – Return of inheritance
11:13 a.m. – Marginal rates
11:43 a.m. – Tips and strategies
1:46 p.m. – Questions for Jeff?

This presentation is intended for informational purposes only and does not constitute an offer to buy or sell our products or services nor is it intended to constitute investment and/or financial advice on any subject matter. it would be. Every effort has been made to ensure the accuracy of its content. Some of the statements made may contain forward-looking statements, which involve known and unknown risks, uncertainties and other factors that may cause the actual results, performance or achievements of the Company, or industry results, to be materially different from future results. performance or achievements expressed or implied by these forward-looking statements. Returns are not guaranteed and past performance may not be repeated.

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DISCLAIMER: The videos and opinions on this channel are for informational and educational purposes only and do not constitute investment advice. Adam Bornn is not registered to provide investment advice and, as such, does not provide recommendations. Those seeking investment advice should seek advice from a registered professional. Adam is not responsible for any investment actions taken by viewers and his content should not be used as a basis for investment transactions.

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