Tag: family wealth

Home Tag: family wealth

Preserving Your Estate

What is estate preservation? Estate preservation entails using tax strategies to protect as much of your estate as possible from income tax and other costs when you and your spouse have passed away. Some assets, such as RRSPs and jointly owned [...]

Family Wealth Transfer Plan

What is a family wealth transfer plan? The wealth transfer strategy is a tax-savings and wealth preservation approach that uses insurance to move wealth to subsequent generations while reducing overall family income taxes. The strategy uses life [...]