The Ultimate Guide To Estate Planning (Avoid Taxes Upon Death) скачать в хорошем качестве

The Ultimate Guide To Estate Planning (Avoid Taxes Upon Death)

Clearline CPA Website: https://www.clearlinecpa.ca/ Net Worth Tracker: https://www.parallelwealth.com/net-worth In this video, Jeff Block from Clearline CPA joins us to guide us through what an estate plan should look like. It is extremely important to have one in place so you can avoid paying unnecessary tax upon death, but also so that you do not leave your loved ones with a major burden. Allow them to grieve...the last thing you want is for them to be worrying about finances at that time. ••••• If you have any questions about this video's topic or retirement planning in general, visit https://www.parallelwealth.com/ or use the links below to learn more about our services. ➡️Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡️Retirement Income Program™: https://www.parallelwealth.com/invest... ➡️Parallel Wealth Masterclass: https://www.parallelwealth.com/education Additional 3rd Party Links and Resources: 🔗️Retirement Income for Life: Getting More without Saving More (Second Edition): https://amzn.to/3tvIdVN 🔗️Free Credit Report with Borrowell: https://bit.ly/borrowellPWFG 🔗️CPP Calculator: https://research-tools.pwlcapital.com... The above affiliate links are provided for your convenience. If you click on a link and end up purchasing a product or service, this channel may receive compensation for the referral. We have personally vetted each product and service we provide links to. TIMESTAMPS 0:00 - Introduction To Jeff 0:41 - What Is an Estate Plan 1:15 - Final Return 2:32 - RRSP Meltdown 2:49 - Scenario 3:15 - Executor Is A Lot Of Work 3:59 - Back To Scenario 7:20 - Due Date For Return 8:24 - Make Life Easy For Executor 9:50 - Estate Return 11:13 - Marginal Rates 11:43 - Tips And Strategies 13:46 - Any Questions For Jeff? ••••• DISCLAIMER: This presentation is for informational purposes only and should not be considered financial, investment, tax, or estate planning advice. All investments carry risk, and past performance does not guarantee future results. Any forward-looking statements are based on assumptions and may not reflect actual outcomes. The content on this channel is for educational purposes only and does not provide specific investment or planning recommendations. Viewers should consult a qualified professional for retirement, tax, or estate planning guidance. Parallel Wealth and Adam Bornn are not responsible for any decisions made based on this content.