Estate Preservation Strategy
Estate Preservation Strategy
- Client Profile
- Large amount of personally owned assets (non-registered portfolios, real estate, business assets, art collections, sentimental assets, etc).
- Large RRSP / RRIF / Pension
- Solution Opportunity
- Total tax liability for deemed disposition of all assets is calculated and projected.
- Permanent insurance is put in place to cover this liability, and is often funded as quickly as possible.