Focusing on an estate preservation plan will ensure your wealth is protected from income tax and probate taxation upon death.
Have you listed named beneficiaries on all of your registered investment plans?
If you have not listed beneficiaries or have named your estate as beneficiary, upon death, your investment plan will be cashed and the proceeds will be added to your estate and subjected to probate tax.
Do you have adequate life insurance coverage protecting your wealth from the tax liabilities your estate will incur upon death?
Investments made in life insurance policies are protected from taxation upon death and the proceeds will be distributed to your named beneficiary tax free.
Have you often wondered how you were going to be able to transfer your
wealth to your heirs in the most Tax and Cost efficient way?
Here is one
proven concept to do just that.
Introducing The Empire Life Intergenerational Wealth Transfer - PDF - 550 KB
Estate Planning - PDF - 1.4 MB