COVID-19: How RBC Wealth Management is helping clients. Learn more
Jun 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.”
Tax Wealth Family
Consider these strategies to help make family meetings an effective tool in wealth transfer planning.
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.
Important aspects to consider in organizing your financial picture.