Estate Distribution
People spend a lifetime accumulating all kinds of assets: investments, businesses, real estate, etc. These assets can end up in only three places: family, taxes and charities. Without proper planning, the results of our life’s work may be allocated in ways that are a far cry from our priorities. The government may end up with a disproportionate share, family members may feel that they have been treated unfairly and our favourite causes may be unnecessarily deprived of a meaningful donation.
With proper planning, these pitfalls can be avoided. In many cases we have made it possible for clients to organize their estates in such a way that they were able to simultaneously:
With our help, many clients have achieved far more income and estate values than they thought possible. This has been achieved through a two-stage process:
We have a successful track record in helping clients maximize and guarantee their retirement incomes and estate values.