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Everything you need to know

Proper estate planning requires careful consideration of many factors: reducing taxes, providing for loved ones, passing on assets in an orderly fashion, creating a charitable legacy and more.

It will help you cover off important topics such as: 

  • Creating valid and current Wills for all adults in the family
  • Evaluating insurance coverage
  • Understanding ownership structures (i.e. the use of Joint Tenancy agreements)
  • Realizing advanced estate-planning opportunities (i.e. the use of Living Trusts)
  • Planning charitable gifts

10 key decisions that can make or break your business

 

Our educational guidebook explains 10 key decisions to help you reduce taxes, minimize risk and enhance your retirement:

 

  • How can you turn a $750,000 capital gains tax exemption into a $3-million tax exemption?

  • How can you convert the equity in your business into an enhanced retirement benefit for you – and a big tax deduction for your business?

  • What is the best way to protect your business from adverse events like divorce or disability?

  • What should you do to get top dollar for your business if you’re selling it – or reduce taxes if you’re passing it on?

Investment, tax and lifestyle perspectives

Written by the experts at RBC Wealth Management, Perspectives magazine highlights topical issues relevant to high-net-worth investors and addresses their wealth management concerns – from insights on tax strategies to family and lifestyle interests.