CALCULATORASSUMPTIONSFor illustrative purposes we assume that no income is distributed and that the investment return takes the form of capital gains which are not realized - and taxed - until the end of the investment period.
The Take Capital Gains Now to Avoid Probate Fees Later Calculator and all output it provides is for general information only and should not be considered investment or tax advice to any party. It does not take all possible client situations into account and may not be appropriate for all client situations. Individuals should seek the advice of professionals to ensure that any action taken with respect to this information is appropriate to their specific situation.
Manulife Investments is the brand name identifying the personal wealth management lines of business offered by Manulife Financial and its subsidiaries in Canada.
Manulife and the block design are registered service marks and trademarks of The Manufacturers Life Insurance Company and are used by it and its affiliates including Manulife Financial Corporation.
