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Family Wealth Transfer Plan

What is a family wealth transfer plan? The wealth transfer strategy is a tax-savings and wealth preservation approach that uses insurance to move wealth to subsequent generations while reducing overall family income taxes. The strategy uses life [...]

An Overview of Probate

What is probate? Probate is the legal process of the courts validating a will, verifying that it is the person’s last will, and confirming who the executor and trustee is, thus giving them the power to follow any instructions in the will. In the [...]

Group Benefits Plans

What are group benefits plans? Group benefits plans are a way for employers to provide more than just a salary or wages to compensate their employees. Benefits can include health insurance for items not covered by government health insurance as [...]

Professional Incorporation

What is professional incorporation? A professional corporation is a business structure in which a regulated professional such as a doctor, lawyer or veterinarian incorporates their practice, making the person and the corporation separate entities [...]