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June 30, 2020 | Prashant Patel & Michael Tarantino
“Depending on circumstances, it may be timely to consider a prescribed rate loan strategy to help effectively lower your family’s overall tax bill.”
Important aspects to consider in organizing your financial picture.
Start the conversation about estate planning to give you and your parents peace of mind, knowing there are documents in place to ensure their wishes are met.
While charitable giving and legacy planning are top of mind for Canadian women, longevity risk continues to pose a challenge.