Clearline CPA Website: https://www.clearlinecpa.ca/
Net Worth Tracker: https://www.parallelwealth.com/net-worth

In this video, Jeff Block from Clearline CPA joins us to guide us through what an estate plan should look like. It is extremely important to have one in place so you can avoid paying unnecessary tax upon death, but also so that you do not leave your loved ones with a major burden. Allow them to grieve...the last thing you want is for them to be worrying about finances at that time.

If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to find a certified financial planner in your area or book a consultation with us to get your savings plan on track.  You can learn more about our services at https://www.parallelwealth.com/planning or email [email protected]

6 ways to level up your financial plan:
Personal Finance for Canadians for Dummies: https://amzn.to/308jzic
Free Credit Report with Borrowell: https://borrowell.com/free-credit-sco...
Open an EQ Bank Account: https://join.eqbank.ca?code=ADAM8851
Financial Calculator I use: https://amzn.to/3qiFf6m
Financial Masterclass for Canadians: https://www.parallelwealth.com/master...
20% off an online Will at www.willful.co use promo code: PWFG

OUTLINE
0:00 - Introduction To Jeff
0:41 - What Is an Estate Plan
1:15 - Final Return
2:32 - RRSP Meltdown
2:49 - Scenario
3:15 - Executor Is A Lot Of Work
3:59 - Back To Scenario
7:20 - Due Date For Return
8:24 - Make Life Easy For Executor
9:50 - Estate Return
11:13 - Marginal Rates
11:43 - Tips And Strategies
13:46 - Any Questions For Jeff?

This presentation is intended for information purposes only and does not constitute an offer to buy or sell our products or services nor is it intended as investment and/or financial advice on any subject matter. Every effort has been made to ensure the accuracy of its contents. Certain of the statements made may contain forward-looking statements, which involve known and unknown risk, uncertainties and other factors which may cause the actual results, performance or achievements of the Company, or industry results, to be materially different from any future results, performance or achievements expressed or implied by such forward-looking statements. Returns are not guaranteed and past performance may not be repeated.

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DISCLAIMER: The videos and opinions on this channel are for informational and educational purposes only and do not constitute investment advice. Adam Bornn is not registered to provide investment advice and as such does not provide recommendations - those looking for investment advice should seek out a registered professional. Adam is not responsible for investment actions taken by viewers and his content should not be used as a basis for investment trades.

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