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Estate planning

Learn how to create a plan to distribute assets, during life or upon death.

Time frame: 60 mins

Learning objectives for participants:

  • understand the what and why of estate planning
  • learn about the various tools of estate planning
    • powers of attorney
    • wills
    • joint accounts
    • gifting
    • trust
  • define dying without a will
  • highlight facts on life insurance

Outline:

  • What is estate planning?
  • estate planning process
  • key ideas
  • tools and aids
  • Q&A

Learning materials:

  • Planning for the End of Life Guide (CPA Canada) — provides the tools and information needed for retirement planning

Questions?

For questions, please email us.

Want a session in your area?

We will provide a CPA volunteer to lead the session with a prepared presentation, activities, handouts and worksheets. Note: If more than one session is needed, please fill out a second form and submit.

Request guidelines:

  • 8 weeks’ notice needed to setup a session.
  • If more than five sessions are needed, please contact us directly.

For more information, visit setting up a financial literacy session.

Register