Estate Planning
Nov 18, 2024
Bare Trusts in Canada: Benefits & 2024 Tax Changes
Learn how bare trusts work in Canada. Discover key benefits, tax implications, and new 2024 CRA reporting exemptions.
As you approach your well-deserved retirement, it's crucial to take a step back and evaluate whether you've taken every step to ensure that you'll have the means to live comfortably and that your hard-earned assets are adequately protected.
In this webinar we discuss the big questions you have about how to plan for your future and the future of your estate.
What we cover in this webinar:
... and much more
Below you'll find a recording of the workshop that you can watch any time that's convenient for you. Have a watch, and if you have any questions and want to speak to an expert estate professional, don't hesitate to book a free consultation.
Presented by:
Sara Hillier, TEP, MTI
Director, Estate Solutions & Partnerships
Samantha Vient, Director of Financial Planning
Retirable
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