To schedule a 15minute introductory call, go to: https://www.swanwealthcoaching.com/

In this video, I will walk you through who needs to do estate planning and what you should know before you start.

If you’ve accumulated many assets or have a large or blended family, then estate planning is particularly important for you.

Watch the whole video to find out the truth about probate and why it’s more useful than you might think.

From speaking with many crossborder families, I’ve found that estate planning is often overlooked.

But if you want to leave a legacy, estate planning is a critical part of your financial planning process, particularly if you want to reduce your tax bill. Keep in mind that the information in this video is general in nature. You should work with your financial advisor and lawyer to create an estate plan tailored to your needs.

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For more detailed information on how to ensure you can leave a legacy, please view SWAN’s wealth management guide:

https://www.swanwealthcoaching.com/fi...

Share this video with a friend:    • 401k Canada   Moving 401k from US to...  

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Want to get clear on how to manage your 401k in Canada?
Read our guide: https://www.swanwealthcoaching.com/kn...

Retiring from the US to Canada?
Read our guide: https://www.swanwealthcoaching.com/kn...

Learn everything you need to know about RRSPs here:
https://www.swanwealthcoaching.com/kn...

Planning a crossborder move from the US to Canada (or vice versa)?
Get free tips you won't find anywhere else: https://www.swanwealthcoaching.com/kn...

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KEY TOPICS IN THIS VIDEO:
Estate planning canada, avoid probate and excess tax, avoiding taxes at death, estate planning tips, estate planning for blended families, financial planning for couples, asset protection, do i need a trust, financial planning canada, canada probate, reduce probate fees, beneficiary, death taxes, taxation upon death, taxes at death, strategies for avoiding probate, power of attorney canada, rrsp upon death, generational wealth, health care directive, generational wealth basics, estate planning challenges in canada, estate planning challenges, how to leave an inheritance for your children, generational money, how to leave generational wealth, financial education
















This video has been prepared by and expressed the opinions of John Woodfield and Tiffany Woodfield, and are not necessarily the opinions of Raymond James Ltd. (RJL). Statistics, data and other information presented are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed. This video is for information purposes only and is not to be construed as an offer or solicitation for the sale or purchase of securities. Investors considering any investment should consult with their Investment Advisor to ensure that it is suitable for the investor’s circumstances and risk tolerance before making any investment decision. Past performance is no guarantee of future results. Information provided in this video is general in nature and should not be construed as providing legal, accounting and/or tax advice. Should viewers have any specific questions and/or issues in these areas, please consult your legal, tax and/or accounting advisor. RJL is a Member of the Canadian Investor Protection Fund. Raymond James (USA) Ltd. (RJLU), is a member of FINRA/SIPC. RJL and RJLU Financial Advisors may only transact business in provinces and/or states where they are registered.]