More Estate Planning Gems

This presentation focused on essential estate planning strategies, emphasizing the importance of understanding different forms of joint ownership—specifically joint tenancy and tenants in common—and their legal implications. It highlighted potential challenges with beneficiary designations, including the effects of common disasters and associated tax liabilities. The need for custom beneficiary designation forms, carefully drafted by experienced legal professionals, was strongly recommended. Additionally, the presentation introduced the "right of first opportunity" clause as a valuable tool for managing family cottage properties, allowing children the chance to purchase the property at fair market value before it is listed on the open market.

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! Full presentation time: 54m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning credit * MFDA - 1 Professional Development credit (in bundles) * Advocis - 1 IAFE Approved credit * CSI - 1 Professional Development credit (in bundles) * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
More Estate Planning Gems
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Jim Kibble

After a long career as the partner in charge of the financial services practice of a prominent local insurance brokerage in Waterloo Region, Jim founded ONTARIO ESTATE CONSULTING SOLUTIONS INC. in 2017. Jim has a business degree from Wilfrid Laurier University, is a chartered accountant and holds both Canadian and International estate planning credentials. The firm is a member of the Waterloo Wellington Estate Planning Council, the Estate Planning Council of Canada, the Greater KW Chamber of Commerce and the New Hamburg Board of Trade. Jim and his wife Penny have two adult children and two grandsons and enjoy involvement with local ukulele and drumming groups and have too many hobbies to keep track of!