11.4.8 Summary of key messages

From: Financial Consumer Agency of Canada

  • Estate planning is a key part of managing your money and property to take care of your spouse, children or others after you die.
  • With the right strategies, you can reduce the costs and taxes that can eat up your estate when you die.
  • You won't be around to fix any problems, so it's usually wise to get professional advice to arrange your affairs in a way that won't leave problems for your loved ones.

At the end of the module, you will find an Action plan. This is a tool that you can use to track your progress and take the next steps to manage your financial planning successfully in the future. Use the action plan as a roadmap for financial action!

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