Knowledge Centre

Estate Planning: Preparing an Estate Plan – BNN Bloomberg

The BNN Bloomberg Advisor panel breaks down the basics of estate planning and how to make sure your hard-earned money isn’t eaten away in taxes and fees and is instead passed on to family, friends and even charities. The panel explains the basics of getting a plan together, the importance of having a will, the basics of probate, the possibility (and pitfalls) of owning homes jointly and how to minimize taxes (as estates are often taxed at the highest marginal tax rate).

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