The best method of covering a future tax liability, funding a gift to eliminate the tax, upon death is to purchase life insurance, which effectively transfers the risk away from the estate. Not only does it give you peace of mind, it also outperforms other alternative methods in terms of financial cost. More…
When it comes to your insurance, is it too risky to travel and what is the impact for those that have travelled or plan to do so? more…
As you navigate the ongoing impacts of covid-19 in your life, family, and business, I want to encourage you to not lose sight of the strategic and planning issues that will be the most important factors over time in determining the long-term success and sustainability of the things you care most deeply about. More…
Although all registered charities can issue donation tax receipts, not all charities can handle significant estate donations or receive more complex assets.
What should estate donors look for in a charity? More…
Those planning to pass on the cottage to their children may not realize the potential tax bomb that awaits…more
One of the most valuable assets business owners have is their private company shares. When an owner passes away, much of the company’s value will be eliminated by taxes. A proper estate plan can reduce unnecessary taxes. More…
The world is full of uncertainty, and many of us turn to life insurance to provide a safety net for our loved ones and ourselves. But sometimes life insurance is not enough to cover all of life’s uncertainties – like the financial need that an unexpected illness or accident can cause. Combining different types of insurance into one convenient bundle can give you and your family peace of mind knowing your needs are more fully covered…more
New Ideas for Philanthropy in Canada 2020
What if you were “hit by a bus”? Would your business survive in your absence? Would it continue to grow and even thrive? What about the people who depend on it for an income, or benefits? As a business owner it’s important to prepare for the worst and hope for the best. Corporate Insurance has an important role to play in your business. Read More…
A discussion on family business transition tools for talking about tough issues. Family business is a fun jam of the family system and a business system. Certified coach and author, Elaine Froese has experienced 40 years of growth in her family business. She’s coached many families through the emotional communications of courageous conversations and won 3 awards for her work. Filmed June 12, 2019