Estate

Have a plan in place!

Estate Planning is critical to protecting your hard-earned dollars and assets. Sounds straight-forward enough, right? Unfortunately, while many people have heard the term, most don't fully understand the full scope that estate planning can encompass.

Did you know? As a Business Owner in Canada if no planning is done upon death you could lose up to 66% of all your Corporate Wealth to the Government.

If you have accumulated assets in an investment portfolio, purchased real estate, and/or built a business, then you may be aware of potential tax liabilities that your estate could be responsible for when you pass away. Insurance can be a great solution, mainly if you're looking for an efficient way to deal with estate liquidity issues. Every case is unique and has its own set of challenges, and we can work with your accountant and/or tax specialist to make sure we minimize the confusion to take care of any last expenses. Contact us to set up a time to go through some options that could help de-risk your estate from a tax perspective.