How To Disinherit the CRA

Can you really “disinherit” the CRA?Well, not exactly. But you can take steps to reduce unnecessary tax, avoid preventable mistakes, and make sure your planning is working the way you think it is. In this episode, I talk about tax at death in Canada, common issues with beneficiary designations, why organization matters more than people realize, and how better coordination can help preserve more of an estate for the people it was meant to support.If your planning hasn’t been reviewed in a while, this is a conversation worth having.Read the full article.#nexsteps