RRIFs, RSPs & Insurance Investments in Estate Planning | CPDonline.ca

RRIFs, RSPs & Insurance Investments in Estate Planning

Paula Puddy, HBA LLB MBA

There are many things to take into consideration when estate planning for your clients. One area which can be particularly tricky is how to account for registered financial investments like RSPs and RRIFs. Many of us aren't fully apprised of how each of these investments works and the tax consequences on death, which makes it challenging to advise clients appropriately.

In this video from the Middlesex Law Association, Lou-Anne Farrell and Ryan Fraser review these financial investments, and present tips, strategies and issues (and even some horror stories) on Registered Investments from the perspectives of both an estate litigator and a financial advisor!

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