Joint Last-To-Die for Estate Planning

Joint Last-To-Die for Estate Planning

Taking out a joint life insurance policy is generally less expensive than two individual policies and offers some unique, strategic benefits. There are two options, identified according to the terms of the payout: joint first-to-die and joint last-to-die. Each has different uses, depending on your insurance needs.

A joint last-to-die policy is roughly half the cost of two individual policies. This offers considerable savings for budget-minded couples. You can provide for final expenses. Or leave a legacy for your children. It pays out only when both you and your spouse have passed away. The two deaths can happen simultaneously or years apart.

It pairs well with the Right of Survivorship laws that exist in many parts of Canada. This law specifies that, if a couple has a joint tenancy agreement, the surviving spouse assumes control of the estate’s property, without paying taxes or probate costs.

Confirm with your Carte Financial Advisor how these laws apply in your community. If the surviving spouse doesn’t need money to pay estate taxes, then holding a joint last-to-die policy can provide an economical way to leave a legacy for your children. Most couples name their children as beneficiaries to further reduce taxes.

22 thoughts on “Joint Last-To-Die for Estate Planning

  1. зарубежные сериалы в хорошем HD качестве says:

    Hi there would you mind stating which blog platform you’re working with? I’m looking to start my own blog in the near future but I’m having a difficult time making a decision between BlogEngine/Wordpress/B2evolution and Drupal. The reason I ask is because your design and style seems different then most blogs and I’m looking for something completely unique. P.S My apologies for getting off-topic but I had to ask!

  2. hot fiesta says:

    Fascinating blog! Is your theme custom made or did you download it from somewhere? A design like yours with a few simple adjustements would really make my blog shine. Please let me know where you got your design. Appreciate it

  3. Теннис онлайн says:

    Oh my goodness! Awesome article dude! Many thanks, However I am going through difficulties with your RSS. I don’t know why I am unable to subscribe to it. Is there anyone else getting the same RSS problems? Anyone who knows the solution will you kindly respond? Thanx!!

  4. автомойка под ключ says:

    С нами строительство автомоёк под ключ превращается в приятный и легкий процесс, ведь мы заботимся о каждом аспекте вашего будущего предприятия.

  5. theguardian says:

    You really make it seem so easy with your presentation but I find this topic to be really something which I think I would never understand. It seems too complicated and very broad for me. I am looking forward for your next post, I will try to get the hang of it!

Leave a Reply

Your email address will not be published. Required fields are marked *