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Key Takeaways

• A direct inheritance can be spent, lost, or claimed by others within months, while a discretionary trust keeps capital under trustee control for the beneficiary's lifetime.
• Discretionary structures matter for beneficiaries with cognitive or mental health ch...

Key Takeaways

• Incorporated professionals face estate planning challenges that differ significantly from those of salaried individuals, particularly around retained corporate earnings and shareholder structures.
• Without proactive tax planning, a deemed disposition at death can trigger substantial capital g...

Key Takeaways

• Your statement shows your full contribution history along with an estimate of the monthly benefit you can expect at different ages.
• CPP is only one part of retirement income; it works best when coordinated with RRSPs, TFSAs, workplace pensions, and business assets.
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