Posts Tagged Estate

Simple Concepts in Estate Planning: Successful Strategies for Distribution-Oriented Planning

  • Tax reduction vs. distribution – the goal of an estate plan
  • Benefits of Q-Tip trusts
  • Advantages of generation-skipping trusts
  • Use and shortcomings of buy-sell agreements
  • Using life insurance to pay estate taxes, second-to-die polices, and more

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Estate Planning, Life Insurance and Tax for Canadians

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Is Your Estate in Order?It s a question that most people don t like to think about. What will happen when you re no longer here. Unfortunately, a surprising number of people dislike the subject so much that they don t even make out a will.That s big mistake Number One.However, even if you have overcome that pitfall, and have a will duly signed and witnessed, can you be sure that you have planned your estate in the most efficient way possible both to protect t… More >>

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