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Find out what income splitting is, and how a prescribed rate loan strategy may be beneficial for you as part of tax planning.
These strategies can help you maintain the lifestyle you had while working.
Important aspects to consider in organizing your financial picture.
“The last thing you want is for your cottage, a place of great memories, a true family treasure, to end up being a wedge that drives your family apart.”
When estate planning, remember to include your personal property and heirlooms
Why you should make a Will and include an up-to-date net-worth statement
This type of investing can be used as a launchpad for discussing how family wealth can have a significant impact on pressing global issues.
These strategies can help make family meetings an effective tool in wealth-transfer planning.
You can preserve family harmony and your wishes for your estate with careful planning and open conversations.