This article from Gabriele Banka, an accountant in Kelowna, describes the various steps in estate planning. She also talks about the role of an accountant, which I think is very important for people to understand. Lawyers should be able to "red flag" areas in which taxation might be a problem, but it's the accountants who know the tax rates and the CRA rules. Quite a few of my clients bring in an accountant to help with the estate planning, particularly if there is a business or a farm to deal with. Click on the link below to read the article.
Dealing with an estate can be complex
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