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Get a real retirement plan, which goes beyond investments and also considers all retirement income sources, ways to manage debt and tax efficiencies.

One of the most important documents you should have as part of your estate plan is an up to date power of attorney, otherwise known as a protection mandate in Quebec. This is a document that gives someone else the power to make financial decisions on your behalf if you are unable to. Needless to say, you need to give special consideration to whom you appoint as attorney or mandatary.