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:
- 12 weeks’ notice needed to setup a session.
- Requests must be submitted by the request deadline.
- If more than five sessions are needed, please contact us directly.
For more information, visit setting up a financial literacy session.