Death, fees, and taxes
Ensuring your estate is handled responsibly by beneficiaries
John Natale, Head of Tax, Retirement & Estate Planning Services, Manulife Investment Management, covers strategies for ensuring a hard-earned nest egg left behind for loved ones is managed responsibly.
Important disclosure
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
Any amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value.
This communication is published by Manulife Investment Management. Any commentaries and information contained in this communication are provided as a general source of information only and should not be considered personal investment, tax, accounting or legal advice and should not be relied upon in that regard. Professional advisors should be consulted prior to acting based on the information contained in this communication to ensure that any action taken with respect to this information is appropriate to their specific situation. Facts and data provided by Manulife Investment Management and other sources are believed to be reliable as at the date of publication.
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**Note: The comments made in this video regarding the rights of separated spouses under the intestacy rules vary by province. It is always best to confirm your province's rules.
