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Jointly Held Property and Beneficiary Designations – CARP Vaughan Chapter – Part Three in a series
November 17, 2012 @ 10:30 am - 11:30 pm
Presented by – Jag Gandhi, Wilson Vukelich LLP & Paul Freedman MBA CFP
Our three part educational series has been created to provide critical guidance on estate and succession planning needs to our aging population. The purpose of the series is to provide key planning strategy basics when transferring one’s wealth on death or incapacity.
On Saturday, November 17, 2012, we will be discussing:
- Joint Ownership of Property with Spouse or Adult Children – Advantages and Disadvantages
- Current Law on Joint Assets
- How to make Beneficiary Designation for RRSPs, RRIFs, Lock-In Accounts, Insurance and Segregated Funds
- Common pitfalls with Beneficiary Designations and how to avoid them