BMO Nesbitt Burns
Eighth Avenue Place, East Tower
525 8th Avenue SW
Suite 1100
Calgary, AB
T2P 1G1

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Estate Planning

Insured Annuities
To increase your retirement income and reduce the amount of tax that you pay, consider an Insured Annuity for your portfolio.

Charitable Giving
A desire to help people is ample motivation for Canadians to participate in some form of charitable donation program. However, making a donation to a registered charity can also provide some very attractive income tax benefits - both today and upon death.

Charitable Giving: Donation Appreciated Securities
A special incentive exists for Canadians who donate qualified securities directly to charity. The taxable capital gain realized on the donation of the securities is cut in half. An important fact for effective Estate Planning.

Preserving your Estate
If you do not make Estate Preservation a priority, Revenue Canada will most likely be your main beneficiary.

Disability Income Insurance
Most people's greatest asset is their ability to earn an income. Disability income insurance is designed to replace a portion of your income in the event you become disabled due to accident or sickness.

Critical Illness Insurance
Critical Illness Insurance is designed to provide you with a tax-free lump sum payment of the benefit amount you have purchased. This money is typically paid out upon the diagnosis of a critical illness. This is coverage in addition to Disability Insurance.

Probated Fees and Taxes
This article discusses probate and ideas on how to reduce probate costs. Probate costs vary significantly among the provinces and territories and planning to reduce probate costs has become a very important part of an estate plan.