Estate Freeze: A Strategic Approach to Business Succession Planning

Estate Freeze: A Strategic Approach to Business Succession Planning Navigating the complexities of business succession and tax planning can be a daunting task for business owners. One effective strategy that often comes into play is the "estate freeze." This approach is particularly beneficial for those looking to pass their business to the next generation, [...]

Estate Freeze: A Strategic Approach to Business Succession Planning2024-06-18T03:07:38+00:00

Buying Life Insurance to Cover Tax Bills

Buying Life Insurance to Cover Tax Bills: A Strategic Estate Planning Move In the realm of financial planning, one often overlooked yet critical consideration is the impact of taxes, especially when it comes to retirement savings and estate planning. One particular scenario where this becomes very important is when individuals are looking at their [...]

Buying Life Insurance to Cover Tax Bills2024-05-03T14:01:22+00:00

The Advantages of Working with a Knowledgeable Insurance Broker

In today's fast-paced world, managing insurance policies can be a complex and daunting task.  As an experienced insurance broker, I understand the nuances and challenges that professionals face in handling their insurance needs.  In this blog, I will outline the significant benefits of working with a dedicated insurance broker, focusing on how it can [...]

The Advantages of Working with a Knowledgeable Insurance Broker2024-04-12T17:18:07+00:00

Be Lucky

What if I told you that luck isn't a matter of chance, but a product of preparation and seizing the right opportunities? In the world of insurance, we often talk about luck. Clients who have comprehensive coverage might consider themselves lucky, especially when others can't secure the same due to pre-existing health conditions. The [...]

Be Lucky2023-05-26T14:20:39+00:00

Capital Gains Tax on the Family Cottage

You love the cottage and hope it will stay in the family for generations to come, but will it? The biggest concern that people face when transferring the cottage to the next generation is the capital gains tax when sold. You can defer the tax payment with a spousal rollover upon your death. However, [...]

Capital Gains Tax on the Family Cottage2017-11-03T15:26:39+00:00

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