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Estate Planning
Beneficiary designations

Beneficiary designations

Factoring in beneficiary designations as part of your overall estate planning

Previous Article

Estate planning checklist: Everything you need to think about

Whether you need to create a new estate plan or update an existing one, review our checklist to make sure you've got what you need.
Next Article

I’m an executor for a physician. How do I deal with their corporation?

Here are the things you need to know if you’ve been named estate executor for a physician parent, spouse or sibling with a corporation.

Other content in this Stream

Preparing for the family meeting: how to talk to your children about your estate plan

A well-planned family meeting can defuse tension around your estate and provide crucial feedback to help you fine-tune your plan and keep it aligned with your vision.

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Why corporate-owned life insurance is a powerful planning tool

You probably know that life insurance can provide a tax-effective lump sum to your heirs or your estate at death. But did you know that life insurance also offers benefits while you’re alive?

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How dividends are taxed in Canada

Dividends are a useful way to pay yourself through your company. Here's how dividends are taxed in Canada to make sure you're optimizing your tax savings.

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Executors, estate administration and MD Private Trust Company

Your executor is the person you appoint in your will to administer your estate and ensure that your final wishes are carried out according to your intentions.

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Charitable giving: tax-effective strategies

Learn tax-effective charitable giving strategies that allow you (or your estate) to benefit from tax savings while the charity benefits from your gift.

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Planned charitable giving

A planned charitable gift is a thoughtful way of giving to registered charities as part of your estate plan. Find out more about what you should consider when creating a planned charitable gift.

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Estate planning for the single doctor: Do you still need a will?

If you don’t have a spouse or partner, or any children, you might think you don’t need a will, but there are still compelling reasons to prepare an estate plan. Learn why.

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What are probate fees and how to avoid them

Learn what probate fees are and how to reduce or avoid them altogether when finalizing your estate plan.

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How an MD Family Trust can benefit your family

MD Financial Management offers a product that could be available to those looking to invest funds and still provide tax-efficient financial support to their lower-income children or grandchildren.

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4 things life insurance can do for incorporated physicians

As an incorporated physician, you can enjoy the financial benefits of a life insurance policy while still very much alive. Learn how.

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Alter ego and joint partner trusts

Alter ego and joint partner trusts can be used to facilitate a number of estate planning goals...

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The Moldenhauer Family: Optimizing taxes and protecting their wealth

As MD Signature clients, the Moldenhauers receive an elevated level of personalized financial advice and comprehensive service. See the service in action.

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The Kaminsky Family: Transferring their wealth tax-effectively

As MD Signature clients, the Kaminskys would receive an elevated level of personalized financial advice and comprehensive service. See the service in action.

Read article
Estate planning checklist: Everything you need to think about

Whether you need to create a new estate plan or update an existing one, review our checklist to make sure you've got what you need.

Read article
I’m an executor for a physician. How do I deal with their corporation?

Here are the things you need to know if you’ve been named estate executor for a physician parent, spouse or sibling with a corporation.

Read article
Sharing the wealth: why it pays to donate private shares to charity in your estate plan

As an incorporated physician, you can reduce the tax burden on your estate by donating shares from your private corporation. Learn how.

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Access Cash From Your Permanent Life Insurance Policy

Permanent life insurance can provide you, your family and your professional corporation with a wide range of benefits. One of these benefits is the cash value that can accumulate over time without...

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Cottages and vacation properties: succession planning

Your cottage or vacation property may represent cherished family memories and traditions. But it also might keep you awake at night, wondering how your children will manage it when you are gone.

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Do young physicians need an estate plan?

Does estate planning seem like something for much older and much wealthier people? Think again. Learn what you can include in your estate plan now.

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Estate planning for incorporated physicians

If you’re an incorporated physician in Canada, estate planning is more complex than for other physicians. Read our guide to learn more.

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Head Office

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613 731-4552

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800 267-4022

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