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Estate Planning Basics in Canada (English & Korean Guide)

I recently attended an estate planning seminar and wanted to share some general information that many families in Canada find helpful — especially before things become urgent.

This post is meant to give a high-level overview only. Estate planning can be complex, and everyone’s situation is different, so this is not legal or tax advice. If any of this applies to you, it’s important to speak directly with your estate lawyer and/or accountant.

What this guide covers (general overview)

  • Why having a will is especially important in Canada

  • What can happen if there is no will (probate basics)

  • General tax concepts such as deemed disposition

  • Trust basics (in plain language)

  • Canada–Korea cross-border considerations

Download the full guide

👉 Download the English PDF
👉 Download the Korean PDF

Disclaimer

This information is shared for general educational purposes only.
I’m not able to provide legal or tax advice or answer detailed estate planning questions.
Please speak with a qualified estate lawyer and/or accountant before making any decisions.

한국어 버전 (Korean)

최근에 캐나다 상속·유언(Estate Planning) 세미나에 참석하면서, 많은 분들께 도움이 될 수 있는 기본적인 정보를 공유하면 좋겠다고 생각했습니다.

이 글은 일반적인 정보 제공 목적이며, 개인 상황에 맞는 법률·세무 자문은 아닙니다. 상속이나 유언과 관련된 결정은 반드시 전문 변호사 또는 회계사와 상담 후 진행하시기를 권해드립니다.

이 가이드에 포함된 내용

  • 캐나다에서 유언장이 중요한 이유

  • 유언장이 없을 경우의 절차(Probate)

  • 간주 양도(Deemed Disposition) 기본 개념

  • 신탁(Trust) 기초

  • 캐나다–한국 간 상속·증여 시 유의사항

자료 다운로드

👉 영문 PDF 다운로드
👉 한글 PDF 다운로드

안내(면책)

본 내용은 일반 정보 제공 목적입니다.
저는 법률·세무 자문을 제공하지 않으며,
개인 상황에 맞는 조언은 반드시 변호사 및/또는 회계사와 상담해 주세요.

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