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Top 8 Essential Estate Planning Checklist

Estate planning is an exercise that’s both financial and emotional. We don’t know exactly how everything will work out in the future, but one thing is certain: death has tax implications. To maximize the assets you pass on to your heirs and minimize the taxes your estate will owe, consider making a plan to help […]

Grow wealth and avoid the passive income problem faced by small business owners.

Investing the after-tax income of the corporation into a corporately owned life insurance policy, to protect the life of the business owner or partner, may be an effective tax planning strategy and ideal solution for the passive income problem for Canadian controlled private corporation. The income and growth in the underlying investments are tax-sheltered within […]

Top 8 Essential Estate Planning Checklist

Estate planning is an exercise that’s both financial and emotional. We don’t know exactly how everything will work out in the future, but one thing is certain: death has tax implications. To maximize the assets you pass on to your heirs and minimize the taxes your estate will owe, consider making a plan to help […]

Grow wealth and avoid the passive income problem faced by small business owners.

Investing the after-tax income of the corporation into a corporately owned life insurance policy, to protect the life of the business owner or partner, may be an effective tax planning strategy and ideal solution for the passive income problem for Canadian controlled private corporation. The income and growth in the underlying investments are tax-sheltered within […]