Does your Financial plan, Maximize your Estate or Minimize your Estate? How much of your accumulated wealth are you passing on? or are you losing a large amount to taxes? Deferring a tax liability until the end isn't called planning it's making sure your losing your wealth to taxes without proper planning. Unsure of how much your passing on to the next generation, nothing like the present to start understanding what your estate looks like!
Reach out to discuss a Financial Review!
What you should know before talking to your advisor about life insurance.
Life insurance is a serious subject. But if you’re thinking about it and aren’t sure what you need to know, answering some key questions can help prepare you to speak with your advisor about planning what’s right for you and your family. This worksheet can help you get organized by focusing on some key questions.
* This article opens in a new window directing you to Manulife's Solutions for Financial Planning Magazine.
© 2020 Manulife. The persons and situations depicted are fictional and their resemblance to anyone living or dead is purely coincidental. This media is for information purposes only and is not intended to provide specific financial, tax, legal, accounting or other advice and should not be relied upon in that regard. Many of the issues discussed will vary by province. Individuals should seek the advice of professionals to ensure that any action taken with respect to this information is appropriate to their specific situation. E & O E. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Any amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value.