Estate Planning - Wealth Management for Retired Business Owners (Video 2)

I work with a lot of retired business owners and these people have a significant amount of “never spend money” because they’ve got significant amounts of wealth. The sad part is that their estate is going to be a considerable tax win for the CRA.

Frankly, that just makes me upset. I encourage these retirees to take a different spin on things, and how we can start moving money around now for the benefit of their children and grandchildren.

The strategy is so easy and simple, and leaves a legacy.

That gift, which has grown year by year, decade by decade, has turned into this huge “tax free wealth accumulation asset class” that is quite literally the financial gift that keeps on giving, long after the retiree has passed away.

At Tayler Insurance & Estate Planning we help grow your wealth, minimize taxes and plan to protect their legacy.