{"id":23256,"date":"2021-09-16T11:06:56","date_gmt":"2021-09-16T18:06:56","guid":{"rendered":"https:\/\/genuscap.com\/?p=23256"},"modified":"2026-03-17T13:38:28","modified_gmt":"2026-03-17T20:38:28","slug":"au-dela-du-testament-la-planification-successorale-en-2021","status":"publish","type":"post","link":"https:\/\/genuscap.com\/fr\/beyond-the-will-legacy-planning-in-2021\/","title":{"rendered":"Au-del\u00e0 du testament : La planification de l'h\u00e9ritage en 2021"},"content":{"rendered":"
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Les trois \u00e9tapes suivantes, qui vont au-del\u00e0 de la pr\u00e9paration de vos documents l\u00e9gaux de succession, vous aideront \u00e0 pr\u00e9server votre h\u00e9ritage pour les g\u00e9n\u00e9rations \u00e0 venir.\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tRegardez le webinaire Beyond the Will : Planifier en 2021<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Alors qu'il a souvent \u00e9t\u00e9 rapport\u00e9 qu'un peu plus de La moiti\u00e9 des Canadiens n'ont pas de testament<\/a>Des articles de presse r\u00e9cents ont mis en \u00e9vidence une la hausse de la planification successorale<\/a> depuis l'apparition de la pand\u00e9mie de COVID-19.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Non seulement de plus en plus de personnes r\u00e9digent leur testament, mais beaucoup pensent \u00e9galement \u00e0 la planification de l'h\u00e9ritage, et \u00e0 ce que cela implique au-del\u00e0 des documents l\u00e9gaux. \"On pense que c'est le c\u00f4t\u00e9 le plus doux de la planification successorale\", explique Grant Conroy, gestionnaire de portefeuille chez Genus. \"Mais c'est en fait une t\u00e2che difficile, car elle implique de la communication et parfois des conversations difficiles.<\/p>

La plupart des gens associent le terme \"h\u00e9ritage\" \u00e0 l'argent. Mais M. Conroy demande souvent \u00e0 ses clients ce pour quoi ils souhaitent le plus que l'on se souvienne d'eux. Et leur r\u00e9ponse ne se limite g\u00e9n\u00e9ralement pas \u00e0 leurs dons financiers. \"Un legs peut \u00eatre de l'argent ou des biens, mais il peut aussi s'agir de quelque chose transmis ou re\u00e7u d'un pr\u00e9d\u00e9cesseur, comme des connaissances ou de la sagesse.<\/p>

Selon M. Conroy, les le\u00e7ons durement acquises, l'\u00e9ducation accumul\u00e9e et les exp\u00e9riences de vie sont \"si pr\u00e9cieuses\" qu'elles doivent \u00eatre transmises \u00e0 la g\u00e9n\u00e9ration suivante. Mais pour le faire efficacement, il faut faire preuve de pr\u00e9voyance et d\u00e9ployer des efforts.<\/p>

Lorsque vous pr\u00e9parez ou r\u00e9visez votre plan de succession, pensez \u00e0 incorporer ces trois \u00e9tapes suppl\u00e9mentaires dans votre processus de planification de l'h\u00e9ritage.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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1. Articuler l'objectif<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Informer les b\u00e9n\u00e9ficiaires de vos intentions en mati\u00e8re de dons, qu'ils soient financiers ou autres, est un \u00e9l\u00e9ment essentiel pour assurer la p\u00e9rennit\u00e9 de votre h\u00e9ritage. Et vous pouvez le faire dans votre plan.<\/p>

Ajoutez un peu de sens, d'histoire et m\u00eame de narration \u00e0 vos documents juridiques en cr\u00e9ant un message qui d\u00e9taille votre processus de r\u00e9flexion. Cela donne aux b\u00e9n\u00e9ficiaires un certain contexte et leur permet de comprendre et d'exprimer leur gratitude pour l'histoire partag\u00e9e et l'h\u00e9ritage continu. \"Nous avons tous perdu quelqu'un dans notre vie\", d\u00e9clare M. Conroy. Imaginez le confort de pouvoir encore \"entendre\" sa voix.<\/p>

Vous pouvez \u00e9galement envisager d'ajouter des anecdotes sur votre vie, vos apprentissages et toute p\u00e9pite de sagesse que vous aimeriez transmettre. \"Il existe d'excellents exercices qui vous permettent de capturer des histoires et des sentiments et de les ajouter \u00e0 un plan afin de lui donner plus de sens\", explique M. Conroy. Il recommande un livre comme Lettres \u00e0 ma petite-fille<\/a>qui propose des mod\u00e8les que vous pouvez remplir de souvenirs et utiliser avec votre testament.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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2. Planifier pour r\u00e9ussir\n<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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On ne donnerait pas une Ferrari \u00e0 un jeune de 16 ans sans s'attendre \u00e0 ce qu'elle soit ab\u00eem\u00e9e. Et pourtant, tant de gens laissent des biens \u00e0 leurs b\u00e9n\u00e9ficiaires sans se soucier de leur capacit\u00e9 \u00e0 les g\u00e9rer.<\/p>

C'est l\u00e0 que l'\u00e9ducation est essentielle. \"Nous passons beaucoup de temps \u00e0 essayer de nous construire une vie pour offrir de meilleures opportunit\u00e9s \u00e0 la g\u00e9n\u00e9ration suivante\", explique M. Conroy, \"mais nous ne passons souvent pas le m\u00eame temps \u00e0 les \u00e9duquer sur la mani\u00e8re de g\u00e9rer ces dons lorsque nous dispara\u00eetrons\".<\/p>

Planifier la r\u00e9ussite de votre h\u00e9ritage implique de faire le n\u00e9cessaire pour d\u00e9velopper les comp\u00e9tences, les connaissances et la confiance de vos b\u00e9n\u00e9ficiaires afin qu'ils puissent g\u00e9rer les dons que vous leur destinez. Il s'agit d'un processus \u00e0 long terme qui commence des ann\u00e9es - voire des d\u00e9cennies - avant que le don ne soit effectu\u00e9.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tRegardez le webinaire Beyond the Will : Planifier en 2021<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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3. Communiquer ses intentions\n<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Le partage d'une succession peut \u00eatre source de conflits potentiels, en particulier lorsque les h\u00e9ritiers n'ont aucune information sur les raisons pour lesquelles les biens ont \u00e9t\u00e9 r\u00e9partis comme ils l'ont \u00e9t\u00e9, ou n'ont pas \u00e9t\u00e9 r\u00e9partis du tout. \"Les biens tangibles ont tendance \u00e0 \u00eatre les plus \u00e9motionnels, explique M. Conroy, surtout lorsqu'il s'agit de choses qui ont une signification et une valeur \u00e9motionnelle, comme les bijoux, les objets de famille ou m\u00eame les biens immobiliers.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Les r\u00e9unions de famille organis\u00e9es au moment de l'\u00e9laboration ou de la r\u00e9vision des plans peuvent permettre d'exprimer les intentions et les \u00e9motions bien avant la r\u00e9partition des biens. \"R\u00e9fl\u00e9chissez \u00e0 l'avance et discutez de ce que vous poss\u00e9dez et de qui le veut\", dit M. Conroy. \"\u00c9tablissez un processus pour d\u00e9cider de la destination des biens. Par exemple, divisez-vous les biens en fonction de leur valeur mon\u00e9taire ou de l'attachement \u00e9motionnel ? Comment proc\u00e9der \u00e0 une r\u00e9partition \u00e9quitable ? Souvent, les choses qui cr\u00e9ent le plus de conflits peuvent \u00eatre r\u00e9solues facilement si l'on s'efforce de communiquer \u00e0 ce sujet \u00e0 l'avance.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Bien entendu, la r\u00e9flexion et la communication sur ce qui se passera apr\u00e8s votre d\u00e9part peuvent prendre du temps et poser des probl\u00e8mes. Mais M. Conroy conseille de s'y prendre le plus t\u00f4t possible. \"L'argent et la mort sont des sujets tabous - personne n'aime en parler. Mais il faut que ce soit intentionnel\", explique-t-il. \"Ne le faites pas autour de la table du d\u00eener de Thanksgiving. R\u00e9servez du temps, pr\u00e9voyez qui sera pr\u00e9sent et ce que vous voulez obtenir. Et sachez que vous n'y parviendrez pas d'un seul coup, alors ne rendez pas l'exercice trop morbide et ennuyeux, sinon personne ne reviendra !<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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<\/div>\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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\"\"<\/div>\n\t\t<\/a>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tInvestir dans la r\u00e9silience : pourquoi l'adaptation au climat est cruciale d\u00e8s maintenant\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\t21 ao\u00fbt 2026\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\n\t\t\n\t\t\tLire plus \"\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\"s'occuper<\/div>\n\t\t<\/a>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tPlanification financi\u00e8re pour parents vieillissants : la liste de contr\u00f4le de l'aidant\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\t12 ao\u00fbt 2026\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\n\t\t\n\t\t\tLire plus \"\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t
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\"\"<\/div>\n\t\t<\/a>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tL'innovation red\u00e9finit l'investissement \u00e0 impact. Voici ce que cela signifie pour votre portefeuille\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\t27 juillet 2026\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\n\t\t\n\t\t\tLire plus \"\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t<\/div>\n\t\t\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"

Les trois \u00e9tapes suivantes, qui vont au-del\u00e0 de la pr\u00e9paration de vos documents successoraux l\u00e9gaux, peuvent vous aider \u00e0 pr\u00e9server votre h\u00e9ritage pour les g\u00e9n\u00e9rations \u00e0 venir Regardez le webinaire Au-del\u00e0 du testament : Planifier en 2021 Bien qu'il soit souvent rapport\u00e9 qu'un peu plus de la moiti\u00e9 des Canadiens n'ont pas de testament, des \u00e9tudes r\u00e9centes ont montr\u00e9 qu'il est possible d'\u00e9tablir un testament en 2021.<\/p>","protected":false},"author":6,"featured_media":23258,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"categories":[26],"tags":[],"class_list":["post-23256","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-events"],"acf":[],"yoast_head":"\nBeyond the Will: Legacy Planning in 2021 - Genus<\/title>\n<meta name=\"description\" content=\"Taking these 3 steps beyond preparing your legal estate documents can help to ensure your legacy planning is preserved for generations\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/genuscap.com\/fr\/au-dela-du-testament-la-planification-successorale-en-2021\/\" \/>\n<meta property=\"og:locale\" content=\"fr_CA\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Beyond the Will: Legacy Planning in 2021\" \/>\n<meta property=\"og:description\" content=\"Taking these 3 steps beyond preparing your legal estate documents can help to ensure your legacy is preserved for generations Watch the Beyond the Will:\" \/>\n<meta property=\"og:url\" content=\"https:\/\/genuscap.com\/fr\/au-dela-du-testament-la-planification-successorale-en-2021\/\" \/>\n<meta property=\"og:site_name\" content=\"Genus\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/GenusCap\" \/>\n<meta property=\"article:published_time\" content=\"2021-09-16T18:06:56+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-03-17T20:38:28+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/genuscap.com\/wp-content\/uploads\/2021\/09\/Beyond-the-Will.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1500\" \/>\n\t<meta property=\"og:image:height\" content=\"843\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Genus Marketing\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@GenusCapMgt\" \/>\n<meta name=\"twitter:site\" content=\"@GenusCapMgt\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Genus Marketing\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/genuscap.com\\\/beyond-the-will-legacy-planning-in-2021\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/genuscap.com\\\/beyond-the-will-legacy-planning-in-2021\\\/\"},\"author\":{\"name\":\"Genus Marketing\",\"@id\":\"https:\\\/\\\/genuscap.com\\\/#\\\/schema\\\/person\\\/dbc0cb75d28e9c72cc263dea334d6af7\"},\"headline\":\"Beyond the Will: Legacy Planning in 2021\",\"datePublished\":\"2021-09-16T18:06:56+00:00\",\"dateModified\":\"2026-03-17T20:38:28+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/genuscap.com\\\/beyond-the-will-legacy-planning-in-2021\\\/\"},\"wordCount\":801,\"publisher\":{\"@id\":\"https:\\\/\\\/genuscap.com\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/genuscap.com\\\/beyond-the-will-legacy-planning-in-2021\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/genuscap.com\\\/wp-content\\\/uploads\\\/2021\\\/09\\\/Beyond-the-Will.jpg\",\"articleSection\":[\"Events\"],\"inLanguage\":\"fr-CA\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/genuscap.com\\\/beyond-the-will-legacy-planning-in-2021\\\/\",\"url\":\"https:\\\/\\\/genuscap.com\\\/beyond-the-will-legacy-planning-in-2021\\\/\",\"name\":\"Beyond the Will: Legacy Planning in 2021 - 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