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Preserving an Estate

June 12, 2012Estate Planningimport

You’ve done a good job accumulating assets and establishing your financial security.  These assets will funnel down to the next generation, but at what value? What will the tax consequences be?  Will these assets pass directly to your intended beneficiaries, or will they be stuck in probate?  What impact will it have if your spouse dies first?

Life insurance can be a very effective tax and estate solution to ensure that the value of your estate is maximised.  You’ve worked hard to create this asset – take the steps to protect it.  Lets discuss options to preserve your estate.

 

©iStockphoto.com/Catherine Yeulet

 

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Gregory A. Smyth CLU, Ch FC
GSI Estate & Retirement Planning
admin@gregsmyth.ca
(587) 999-9555
6327 Bowness Road NW
Calgary, AB
T3B 0E4

About

With over 40 years of experience and connections with other professional advisors, Greg is well-positioned to help individuals and corporations with their various financial needs.

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