Estate Planning in Canada | CPDFormula by learnformula
Estate Planning in Canada
An overview of why preparation is important, the executor process, and an outlook for the future
schedule1h
4.5(972)
Debbie Stanley, MTI, CEA
•
Founder of ETP Canada
2 Courses
• 1119 Reviews
Debbie Stanley is the founder of ETP Canada, a boutique firm that assists Executors with the administration of an estate, ETP Canada also acts as a Professional Executor for clients.
Debbie’s vision ...
About this course
The COVID-19 pandemic led to an uptick in people creating their first will and deciding how their assets would be distributed after death. Planning for death can still be a taboo subject. Without adequate preparation, executors face several stressors in addition to mourning a loved one. Chris Mines is joined by Debbie Stanley, certified executor advisor, speaker, author, and founder of ETP Canada. They discuss what happens when someone is named an executor, how people can create a holistic planning process, and how to avoid out-of-pocket expenses.
Some of the topics covered in this course include:
How the estate planning process differs between provinces and for non-Canadian residents
Being named an executor vs. administrator
Creating and updating a will
The probate process
Prepaying funeral expenses and assessing CPP benefits
Tips for distributing unsheltered assets and more!