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Need a real estate agent? endstream endobj startxref Estate planning is essential for everyone, no matter how simple or small the estate. Jonathan Lloyd ... Estate Planning Specialist, RBC Wealth Management. Arrange for management of your estate in the event you are incapacitated. Our estate planning professionals can provide the answers, support and guidance you need. Proper estate planning requires careful consideration of many factors: reducing taxes, providing for loved ones, passing on assets in an orderly fashion, creating a charitable legacy and more. Access comprehensive wealth planning through these RBC businesses: Investment management and advice Benefit from professional advice on the full range of investments uniquely personalized investment management and comprehensive financial, retirement and estate planning. From retirement to philanthropy, we'll match you to an advisor who understands your needs. if your estate involves significant assets or complex issues. Proper estate planning requires careful consideration of many factors: reducing taxes, providing for loved ones, passing on assets in an orderly fashion, creating a charitable legacy and more. But once your estate edges close to $1 million, the complexities increase. RMFI, RBC Global Asset Management Inc., Royal Bank of Canada, Royal Trust Corporation of Canada and The Royal Trust Company are separate corporate entities which are affiliated. h�bbd```b``�"�j��{�2Dr �/A$� Estate Planning Guide. dying without a Will). Generally, life insurance premiums are not tax deductible but the benefit paid to the estate (probate may apply) or a beneficiary (probate would not … View Tony Maiorino’s story (Vice President & Head, RBC Wealth Management Services) and how RBC Royal Trust can help you with your duties as attorney. �,�g2[Xd�Y��qe��҃>`ؑ���w8`�{�0���+� w�Qn��[ ���;���g���P�$�{x�5f����Y~A���p�Q��I���D�t������_h,S�M�Ƚ����-y���M^�7��#��ѳ%qr����è}xG�0 ������C� �p��z�)��,�S��bQ�Y�4��n�/��pO)��$�")� See reviews, photos, directions, phone numbers and more for the best Estate Planning Attorneys in Dewitt, MI. Estate Planning Specialist at RBC Wealth Management Financial Services Inc. The firm has $348 billion in U.S. private client assets under management. Estate planning is about more than money. F�S��I��ה��O� ��1�E�^�N� kI����G���Z�ce2! 170 0 obj <>stream endstream endobj 139 0 obj <>stream Method 1: Wills (probatable assets) Method 2: Non-probatable assets (joint ownership) Method 3: Gifting assets before death. I guide financial professionals to 7 figure personal incomes and 180 days off each year. Take the quiz If a quiz is not your thing, download the RBC Succession Planning Guide to help prepare for your next move. Once you have read the guide and completed the checklists at the end, review them with your professional legal advisor, who can help you prepare your Will. They are experts in helping Canadians buy U.S. property. estate planning process and to introduce you to some of the most important Financial planning services and investment advice are provided by RMFI. But once your estate edges close to … ]Cej��Jc���:��Þ��R��Z��#2�Sh the next generation and ensure that your beneficiaries are protected. q���|:'9��,�D�j]xs�z�Y�)B[e'���Ȝ���0c����C�:}AF/�ڌ�f����*������ji�|�`F��zUur��4��F1m��������gR. Estate planning is an essential part of wealth management, particularly if your estate involves significant assets or complex issues. RMFI, RBC Global Asset Management Inc., Royal Bank of Canada, Royal Trust Corporation of Canada and The Royal Trust Company are separate corporate entities which are affiliated. options available to you: We want to talk about your financial future. Planning for tomorrow, today This guide can help you gain a better understanding of the issues and opportunities that should be considered when preparing a Will to meet your estate objectives. Estate planning Taking over Power of Attorney of a loved one. �f�X�'�x�~ChC���2V�����0k�Ɵ;�x��fF�]x�z0��)BD�����=�Q�/ -Z�+ Real Estate Agents. ��"G�X獳5�З)Bb����p<2YC���|��!Kϥ ʹ����� �-f=OT1"�Y0���DT��U �`]��0q�\� W�"��UB�]%�.. Evaluate your objectives based on your current financial situation; 4. Solutions and strategies for protecting your assets, transferring your wealth and settling an estate. Evaluate and recommend estate planning options. Step 3: Evaluate your objectives 7. Read more It's about defining the legacy you want to leave for future generations. Without a Will, the dissolution of your estate will be complicated by provincial intestacy rules (i.e. Learn more. 0 Estate Planning Attorneys in East Lansing on YP.com. Using insurance strategies and other solutions, we can help you protect your wealth during your lifetime, preserve the value of your estate for your … Your guide to settling an estate Estate settlement For more information > Speak with an RBC advisor ... Financial Planning services are offered by Royal Mutual Fund s Inc. and by RBC DS Financial Services Inc. (DS FS) both of which are licensed as fi nancial services fi rms in the province of Quebec. �bd���H�����Ԧ�Lsr�8�7:��yOR�|��`;�>����- a complex task of carrying out someone’s final wishes expressed in their Will, and according to provincial laws. An RBC Financial Planner can help. I am a 40+ year MDRT member. We can help you transfer wealth to the next generation, while preserving the after-tax value of your estate. For most Canadians, serving as an executor* of a loved one's or friend's estate is an honour. RBC Financial Planning is a business name used by Royal Mutual Funds Inc. (RMFI). Step 1: Prepare an inventory of your assets and liabilities 5. Addressing estate planning now can help alleviate your concerns about the future, relieve the burden on your loved ones, and ensure that you’re leaving behind the kind of legacy you deserve. To help other widows cope with the process, Collins, along with Deborah Johnston, senior vice president and financial advisor at RBC Wealth Management, offer some advice on … The series is produced in collaboration between RBC Wealth Management Royal Trust and David Chilton, author of best-selling personal finance guides The Wealthy Barber and The Wealthy Barber Returns, and former dragon on CBC’s Dragons’ Den. ]����>A��Q�����H�`�,� xN�@ h�b```b``ne`e`�-ea@ �(�'��� �I3�``�H�d���!/�b-6���"�����1lW���d�`��v����l��j�n�3��u-m�l�������M�x��~��ö�Y��[7m��[�;e]Ӷ�]\7cYs��H�s/6��sٮz9-�1Z{��,Q�������9�!DD�y��� j`� @^��B ��@�DX%+P�"��d�@�@5��1tP@�;0��j����A�!�� �,��*xV0V��`�c��@��O�� RMFI, RBC Global Asset Management Inc., Royal Bank of Canada, Royal Trust Corporation of Canada and The Royal Trust Company are separate corporate entities which are affiliated. Prepare, organize and review your estate planning documents including current wills, trusts, health care and power of attorney. The million-dollar guide to estate planning A comprehensive estate plan can help to maximize what your heirs receive and ensure that your wishes are followed. Our resources can help with both preparing and settling an estate. RMFI, RBC Global Asset Management Inc., Royal Bank of Canada, Royal Trust Corporation of Canada and The Royal Trust Company are separate corporate entities which are affiliated. When properly structured, an estate plan can reduce the taxes and expenses of your estate, simplify and speed the transition of assets to the next generation and ensure that your beneficiaries are protected. [l�G��v��s8r�ȳ^9/�0qf����mA��:����Cמ�Ǿw4y5�f��*/{e�?���q��͞�Y< ioǺ�?�,�%����S�h���b���{^���P2�_���Nn����E�F�^�V(�� ... Let us guide … We've provided the following information to help guide you through the You may require the assistance of several professionals, including an estates lawyer (or notary in the province of Quebec), an accountant, a financial planner, a trust officer and your investment advisor. Whether you are an executor 1 for a loved one’s estate or planning your own estate, we can help guide you through what can be a complex and emotional experience. Client stories. Welcome to RBC Commercial Mortgages. Our Succession Planning Readiness Quiz only takes a few minutes and will help you see how ready you are for your next move. You’ve been named an executor 1 for a loved one’s estate, we can help make the process easier, with executor services tailored to your situation. Estate planning guide. 157 0 obj <>/Filter/FlateDecode/ID[<96BE2B2BBBD64010A16E3ACC250616DD>]/Index[135 36]/Info 134 0 R/Length 112/Prev 1543507/Root 136 0 R/Size 171/Type/XRef/W[1 3 1]>>stream �f1���"�`Y> ���4���"���0 �H�= �3�df����@�� �=܁� �B$TE�����+@� BU %%EOF RBC Dominion Securities Inc. Website, © 1995-2021, Member – Canadian Investor Protection Fund. This step is crucial to ensuring that your estate plan is properly implemented. That’s why it is a good idea to work with the right team, including an RBC® advisor and the appropriate legal, tax and insurance professionals. RBC Financial Planning is a business name used by Royal Mutual Funds Inc. (RMFI). In general, life insurance serves one of two purposes: either to create an estate for your heirs or to preserve your existing estate. @���]6o���̞�G�ס���EH�2��A>�kʕt����Ʌet��f�Y�#��� R �B� ic��Ɯs*�X"]��HC���EݪV�Ɗ\Q��2(���涘E~��qU� �0G��°�h!R*m It has 1,800 financial advisors on staff and operates in 200 locations across 40 states. Method 4: Living/family trusts. Lessen taxes at the time of death. Step 5: Consult the appropriate advisors to implement the components of your plan 8. By Judy Martel When it comes to estate planning for a blended family, the concept of "yours, mine and ours" can complicate the process to the … Step 4: Determine which actions are necessary to achieve your objectives 8. RBC Financial Planning is a business name used by Royal Mutual Funds Inc. (RMFI). [_�7�������r�3�X}@ � �B����u$p�˰{�{vb0#�rQ��6;���pl]�7��9�b�� Ӡ�0V�w��m�C���n���s�B����X���z] pq�D�y�I@�)56Bl�O9ն*�0��(*n��6��כ�j�E���:�-UT���ef��%���y�Y���P�U��S�r��[�>�zC?��c�@j � ����/&娩1Ft��Wټ�(^����ۅ�LTy�(�h(E��H�h2��c/�Q��cY8 See reviews, photos, directions, phone numbers and more for the best Estate Planning Attorneys in East Lansing, MI. Step 5: Use the right advisors to implement your plan. Welcome to Royal Bank of Canada's/Royal Trust Corporation of Canada's secure website for commercial mortgage security documentation. Financial planning services and investment advice are provided by RMFI. ... Acting in the best interest of her friend’s estate meant using RBC’s Agent for Executor Services and having professional advice every step of the way. Download Your Free Executor's Kit and Estate Settlement Guide. There are many steps involved in estate planning and settlement. This academic program, sponsored by RBC Wealth Management and Michigan State University, builds on the fundamentals of Wealth Management with a focus on advanced knowledge of investment strategies, insurance, estate planning strategies, charitable giving, business succession solutions, and retirement planning for high net worth clients. 135 0 obj <> endobj Use Canadian-Certified U.S. Real Estate Agents and Receive a Cash Reward of up to $6,500 Legal Disclaimer 38, Legal Disclaimer 39. Step 2: Define your estate planning objectives 6. Everything you need to know about estate planning. You Might Also Be Interested In ... RBC Global Asset Management Inc., Royal Bank of Canada, Royal Trust Corporation of Canada and The Royal Trust Company are separate corporate entities which are affiliated. Financial planning services and investment advice are provided by RMFI. Better understand your choices and make informed decisions with our complimentary estate planning guide. It will help you understand important topics … Estate Planning Attorneys in Dewitt on YP.com. Financial planning services and investment advice are provided by RMFI. However, most people are unaware of the extent of an executor's duties, which can encompass more than 70 individual tasks. If you change your mind later, you can always contact us toll-free at 1-833-722-7526. Work with an RBC U.S. HomePlus™ Rewards participating agent and you can receive a cash reward of up to $6,500. Better understand your choices and make informed decisions with our complimentary estate planning guide. Estate Planning 3 Start by: Making a … To help guide you in your role as an executor, liquidator or estate trustee with a Will, RBC Estate & Trust Services has developed a detailed Executor's Kit… Decrease the problems and expenses associated with probate. endstream endobj 136 0 obj <>/Metadata 73 0 R/OCProperties<><><>]/ON[159 0 R]/Order[]/RBGroups[]>>/OCGs[159 0 R]>>/Pages 128 0 R/StructTreeRoot 106 0 R/Type/Catalog/ViewerPreferences<>>> endobj 137 0 obj <>/ExtGState<>/Font<>/ProcSet[/PDF/Text/ImageC/ImageI]/XObject<>>>/Rotate 0/TrimBox[0.0 0.0 612.0 792.0]/Type/Page>> endobj 138 0 obj <>stream !�������7��~�?s�3�{�D� ���;a���s����t�8�W�pT�H����lj��0�+���G+�nq{��e�j�3[��x�� ��&z�g)�t���Tړl�(����kbߦ�=���)����Q��솔;����2wx]�֖��T�ct�8���xZ��nܾs|��-A�2�RO�ӹ�cyX�#���^�(���Bx;Z[�r����UGƬ�<1�D�:"yZ������u��v��N��!m�H����|�{;#���A� O�Vbk������rz�R4�����"Hm�TmqbH��JG���k4���,/Dž�jCZ:^bd�t�b�A���ib�#����T����id��l@2����u��~w�4�v�g�N-Mm���*a(i��ˁZ��R���? =op�X��v}�K�#�RQ}7�9��6���!��1yw�����t�ڻ���]��&�6. 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