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This is an awesome piece created by a brilliant guy, Wilmot George! Have you developed a tax and estate strategy with your financial advisor? This can be critical at all stages of life, dying without a Will or becoming incapacitated without a Power of Attorney can be devastating to a Families finances, Wilmot George explains why here...
Take a look at my latest video on Corporate Owned Tax-Exempt Permanent Life Insurance and find out how it can be used as an unlimited TFSA-Tax Free Savings Account for your business. This can help you avoid potential problems stemming from the new 2019 Passive Income rules.
If you are a successful incorporated business owner with trapped surplus in your company that you would like to pass to your children or favorite charity when you die, the corporate estate bond may be your answer to both maximize the benefit and do it potentially completely tax free, watch video to see how this strategy works...
During my 25 years as a financial adviser working with incorporated business owners and professionals it has been my experience, that these are the top 3 concerns most expressed. Watch video for the details...
How to prepare for a bundle of joy financially the right way. Securing the right life insurance is just another step to ensure that your child will be provided for in the future.
When considering whether or not you should get life insurance, it’s important to evaluate how many people rely on you for financial support, as well as how much that support entails.
Getting divorced or going through a separation is hard, it can disrupt your life and your finances. It can be overwhelming to keep your finances in order when you’re dealing with a lot of change in your personal situation; however, you could risk making things harder for yourself in the future if you don’t pay attention.
Trust funds are not just for the wealthy. People of diverse financial backgrounds can take advantage of this financial tool in order to better control how their assets will be distributed to beneficiaries. Read this article to learn more about your options.
Putting together a comprehensive estate plan is a complex task. There are many factors to think about, including your assets, liabilities, personal financial goals, and family structure. Take time to sort through each of these items with your financial advisor so that you maintain control of the plan.
Keeping your finances on track while running your own business is crucial to success. These eight tips can ensure that you rock your finances and have one less thing to worry about.
It's never too early to start thinking about life insurance. Waiting until your older or in poor health is never a good idea.