Guarding your legacy with insurance strategies and tax solutions
Estate and Wealth Protection
By using insurance strategies and other solutions, we can help you protect your wealth during your lifetime, preserve the value of your estate for your beneficiaries, and help you tax-effectively transfer your wealth to family members, a favourite charity or other beneficiary.
Start legacy planning today, if you:
· Want a way to grow your assets while guaranteeing a payout for your beneficiaries.
· Are concerned about protecting your estate's assets and your income in the event of a disability, critical illness or long-term care situation.
· Need a tax-effective way to transfer your wealth to your beneficiaries.
· Need a way to meet the tax obligations of your estate and other estate settlement costs without liquidating or eroding your estate's assets.
· Want to make a one-time or ongoing gift to a charity or not-for-profit organization.
· Have been appointed as executor for an estate and need assistance with some or all of your duties.
