Section 4: Keep Your Plan Up-to-Date
Trying to figure it all out on your own can be overwhelming.
The rules around wills, taxes, and asset transfers can get complicated fast, and a small mistake could lead to big issues down the line.
Working with trusted professionals means you’ll get advice that’s specific to your situation, and you’ll get things done properly.
Your team may include:
Estate lawyer or notary (in Quebec)
Tax advisor or accountant
Financial planner
Insurance advisor
Trust company