Estate Taxes and Charges

  We invite you to take a moment to estimate the taxes and charges your estate will face upon your death. Some classes of assets will require that you know their original cost so the capital gains can be determined. If you are looking for ways to minimize the effect of these taxes and charges, you may wish to contact one of our Estate Planning Advisors or contact us directly.

If you would like to receive a customized analysis from an Estate Planning Advisor or if you have any questions, please call our head office toll free number at 1-877-877-9154 .

 

Assets Current Value Cost Cap. Gain
  Principal Residence N/A N/A
  Cottage/Condo, rec. property $0
  Rental or Other Real Estate $0
  Business/Farm Interest(s) $0
  US Stocks ($CAD) $0
  Stocks/Bonds/Mutual Funds $0
  GIC, Term Deposits (non-RSP) N/A N/A
  RSPs/RIFs N/A N/A
  Total Value of Assets: $0  
  Total Capital Gains:   $0
Debts Value
  Mortgages, Credit Cards, Other Debts.
 
  Total Estate Value
  Total Value of Assets - Debts
$0
  Mortgages and other debt not life insured:
  Increases "Total Expenses Against Estate"
  Total Value of permanent life insurance:
  Reduces "Total Expenses Against Estate"
 
   
 
  ADMINISTRATION FEES - Probate, Legal, Executor
  TOTAL ASSETS:
  Net of mortgages and other debts
$0 x % = $0
 
  INCOME TAX ON REGISTERED SAVINGS
  TOTAL RSP/RIFS:
  Total value of registered funds
   are taxable
$0 x %
Marginal Tax Rate at Death
= $0
 
  INCOME TAX ON CAPITAL GAINS
  TAXABLE CAPITAL GAINS:
  Total Capital Gains x 50%
$0 x %
Marginal Tax Rate at Death
= $0
 
  Total Expenses Against Estate: $0