Estate Planning 2017-11-03T18:21:34+00:00

IT’S NEVER TOO EARLY TO START PLANNING

Tax-effective insurance strategies can help protect and maximize the value of your assets that you wish to pass on to your family, favourite charity or other beneficiary. This is done by minimizing the tax you pay on investment growth, as well as those payable when you die.

Estate Planning Solutions are ideal for you if:

  • You are looking for a tax-effective way to transfer your wealth to beneficiaries.
  • Your estate will be subject to capital gains taxation on vacation or rental property.
  • You are looking to give a gift to a charity.
  • You are concerned about asset erosion due to the high cost of long term care.

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