Grandparent Strategy: Protect Wealth, Build Legacy
Grandparents bring inherent wisdom, patience, and a generosity that knows no bounds.
We know you'd do anything for that little one — with chubby knees and an adorable, toothless smile.
But Here’s the Truth - You Can’t Take Your Wealth With You
When you pass, your estate could face significant taxation. The CRA and government may claim a large portion of the wealth that should go directly to your grandchildren.
The Solution: Be Warm-Handed, Not Cold-Handed
Don’t wait until it’s too late to be generous. You can start now.
Consider a Legacy Gift - Cascading Wealth for Future Generations
By investing in a participating life insurance policy on your grandchild, you can create a lasting, tax-efficient legacy.
A small annual contribution—say, $2,500 a year for 10 years — could grow into a significant, tax-free estate over the course of your grandchild’s lifetime.
Your Legacy, Their Future
Let us show you how to be warm-handed to your smallest loved ones — because they all grow up eventually.
At Tayler Insurance & Estate Planning, we help business owners grow their wealth, minimize taxes, and protect your legacy. Learn more today.
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