Combining leverage and life insurance to create wealth planning strategies for our clients has become very popular. We reviewed some of the common strategies and the planning issues that must be addressed to accomplish success. These strategies are a great example of how working together can create value for our clients.
September 28, 2023: Many of the people close to us continue to ask questions on how to structure their estates for simple settlement. They do not want to burden their family with administrative hassles while they are dealing with the loss of a loved one. We discussed ideas to simplify as well as optimize your estate planning. Watch this Webinar to:
1. Determine how to structure your estate for efficient settlement.
2. Common mistakes to avoid. The role of the executor and the Ontario probate process.
3.Techniques for excluding assets from probate (death tax).