{"id":6940,"date":"2018-06-18T09:46:30","date_gmt":"2018-06-18T13:46:30","guid":{"rendered":"https:\/\/finvest.ca\/?p=6940"},"modified":"2018-06-18T09:46:45","modified_gmt":"2018-06-18T13:46:45","slug":"vos-papiers-sont-ils-en-ordre","status":"publish","type":"post","link":"https:\/\/finvest.ca\/en\/vos-papiers-sont-ils-en-ordre\/","title":{"rendered":"Vos papiers sont-ils en ordre ?"},"content":{"rendered":"\n\n\n
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Le 13 juin\u00a02018<\/div>\n
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Vos papiers sont-ils en ordre ?<\/strong><\/div>\n
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Il n\u2019y a pas d\u2019\u00e2ge pour mourir ou devenir inapte \u00e0 g\u00e9rer ses biens! Profitez de l\u2019\u00e9t\u00e9 pour mettre de l\u2019ordre dans vos papiers et les regrouper \u00e0 la m\u00eame place.<\/p>\n

Vos contrats d\u2019assurance<\/strong>
\nVous avez souscrit une police d\u2019assurance vie il y a 20 ans. Dans quel tiroir se trouve-t-elle et surtout correspond-elle toujours \u00e0 vos besoins ? Si c\u2019est une police temporaire transformable, approchez-vous de la date limite pour la transformer ? Votre b\u00e9n\u00e9ficiaire est-il nomm\u00e9 ou est-ce les h\u00e9ritiers l\u00e9gaux ? Connaissez-vous la diff\u00e9rence ? Prenez le temps de la relire. M\u00eame chose pour votre police invalidit\u00e9 et maladies graves.<\/p>\n

Votre contrat de mariage, testament, mandat d\u2019inaptitude<\/strong>
\nPas de probl\u00e8me, je ne suis pas mari\u00e9, je vis en union libre. Je vous invite \u00e0 lire l\u2019article sur ce sujet \u00e0 la fin de cette info lettre.<\/p>\n

Vous n\u2019avez ni testament ni mandat d\u2019inaptitude? Vous exposez vos \u00eatres chers \u00e0 une foule de situations p\u00e9nibles si vous d\u00e9c\u00e9dez soudainement ou devenez incapable de g\u00e9rer vos biens.<\/p>\n

Je vous invite fortement \u00e0 faire votre testament et \u00e0 r\u00e9diger votre mandat d\u2019inaptitude cet \u00e9t\u00e9, si ce n\u2019est d\u00e9j\u00e0 fait. Lisez un des articles qui suit.<\/strong><\/p>\n

Votre bilan financier<\/strong>
\nAvez-vous un bilan \u00e0 date ? Faites la liste de vos actifs en indiquant qui contacter en cas de n\u00e9cessit\u00e9. M\u00eame chose pour vos passifs. Ne laissez pas de squelettes dans vos placards.<\/p>\n

Faire le point<\/strong>
\nQuand vous aurez termin\u00e9 cet exercice, prenez rendez-vous avec moi. Nous identifierons les possibles lacunes dans la gestion de votre patrimoine et nous mettrons en place les correctifs appropri\u00e9s, si n\u00e9cessaire.<\/p>\n

Passez un tr\u00e8s bel \u00e9t\u00e9<\/p>\n<\/div>\n

Mauro Di Cesare \u00a0 Pl. Fin.<\/div>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n\n\n
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Pour lire l’article sur l’union libre et la succussion:\u00a0\u00a0cliquez ici<\/a><\/strong><\/p>\n

Pour lire l’article\u00a0 mourir sans testament:\u00a0cliquez ici<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>","protected":false},"excerpt":{"rendered":"

Le 13 juin\u00a02018 Vos papiers sont-ils en ordre ? Il n\u2019y a pas d\u2019\u00e2ge pour mourir ou devenir inapte \u00e0 g\u00e9rer ses biens! Profitez de l\u2019\u00e9t\u00e9 pour mettre de l\u2019ordre dans vos papiers et les regrouper \u00e0 la m\u00eame place. Vos contrats d\u2019assurance Vous avez souscrit une police d\u2019assurance vie il y a 20 ans. […]<\/p>\n","protected":false},"author":7,"featured_media":6941,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-6940","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-non-classe"],"yoast_head":"\nVos papiers sont-ils en ordre ? - Finvest<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/finvest.ca\/en\/vos-papiers-sont-ils-en-ordre\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Vos papiers sont-ils en ordre ? - Finvest\" \/>\n<meta property=\"og:description\" content=\"Le 13 juin\u00a02018 Vos papiers sont-ils en ordre ? Il n\u2019y a pas d\u2019\u00e2ge pour mourir ou devenir inapte \u00e0 g\u00e9rer ses biens! Profitez de l\u2019\u00e9t\u00e9 pour mettre de l\u2019ordre dans vos papiers et les regrouper \u00e0 la m\u00eame place. Vos contrats d\u2019assurance Vous avez souscrit une police d\u2019assurance vie il y a 20 ans. 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