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Never too late

Deathbed planning may not be ideal for client or adviser, but it can achieve both tax savings and peace of mind, says Daniel Simon

26 April 2013

My sister, Dr Jessica Simon, is a palliative care physician at Alberta Health Services. She says: "Although 100 per cent of us will die, most of us don't live with that awareness every day. What a life-threatening condition does is take death from the abstract to reality."

Her experience in palliative care is reinforced by my own experience in estate planning. Some individuals are well advised and well prepared so that should something unexpected happen to them, their estates will pass as planned. Some individuals are not as well prepared and it may be hard for them to think about estate planning when dealing with many other matters and emotions, if they have been given a terminal diagnosis.

Others may think that they have left it too late, but there are a number of things that an individual can do to ensure their affairs are in order. Many clients seek the peace of mind that comes with ensuring their family and friends will be looked after. ...

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