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We have all worked hard to grow and manage our wealth. Passing it on to your beneficiaries smartly will minimize the impact of taxes.
Join Janice Domaratzki and Andras Birkus, of RBC Dominion Securities as they discuss the strategies they implement with their clients to lower the probate “fee” on an estate and other estate taxes, at date of death. They will also discuss gifting while living and/or writing certain clauses into a Will to ensure prudent distribution, especially in cases where the beneficiary(ies) may not be financially astute.
As always, a Q&A session will follow the main presentation, giving you a chance to ask Janice and Andras your questions.
This session will not be recorded in accordance to RBC’s policy.
The content will be presented in English, however bilingual participation is encouraged. La présentation se fera en anglais, mais la participation dans les deux langues officielles est encouragée.
If you are not yet a member and would like to receive information on the National Association of Federal Retirees, join the mailing list by clicking here.
Note: you must be an Association member or guest of a member and registered in order to participate in this seminar. To become a member, please call 613-745-2559. Your registration confirmation with instructions on how to participate via Zoom will arrive by e-mail.
Ottawa Branch Disclaimer: The Ottawa Branch provides information on issues, products and services of general interest to our membership. It does not endorse a particular position or a product or service, as being suitable for individual members, but brings them to the members’ attention so that they can make up their own minds.
This webinar will not provide investment advice regarding specific investments. The Ottawa Branch takes no responsibility for any investment decisions that participants may make. Participants will be asked to sign a waiver to this effect when they register. The Ottawa Branch does not select or recommend any specific investment products or companies, including this webinar presenter.
If you have any difficulties registering electronically, please email the Ottawa Branch at [email protected] or call 613-737-2199.
Learn what the Ottawa Branch and the Association can do for you. We look forward to serving you!
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