A successful estate distribution is one in which the family receives as much (and the taxman as little) as possible and the family is still able get together for the holidays without too much drama. Take steps to make this outcome likely by initiating a family discussion today.
Sun Life Financial Advisor
Leanne Kotchonoski has been a Sun Life Financial Advisor for the past 26 years and holds her CFP, CLU and CHFC designations. In addition to contributing to the Huffington Post, Leanne has appeared as a subject matter expert in guest spots on Breakfast Television Edmonton and CTV News.
With only about one third of Canadians making an RRSP contribution according to the Sun Life Annual Check-up Survey, make this year the year that you start to reap the benefits of your RRSP. Top up your RRSP before March 3 and make an appointment with your advisor to plan how best to invest your tax refund (or tax savings). Your tan may suffer but your net worth will thank you.
02/28/2014 06:17 EST
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