Estate Planning: Tax Fluid Wealth Transfer
Taivi Tayler • June 12, 2024
My name is Taivi Tayler, and I am a practicing Certified Financial Planner in the Province of Ontario.
I Work With Clients 60 & Up
I am someone that loves to work with people in their 60s and older, to help them grow their wealth during retirement and specifically plan to protect their financial legacy. An estate strategy is just as important as building up wealth for retirement.
Understanding how tax is applied in retirement and in death will dramatically change how you structure your overall wealth.
Knowing the tax implications and setting it up correctly is key to making sure your money transfers to the next generation, making it fluid and efficient.
Reach out today to learn more about how we can help you put together a strong retirement strategy and plan with you to protect your legacy. Tayler Insurance & Estate Planning.
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A successful business owner sought a way to convert corporate profits into retirement savings without raising her personal income.
A retired couple with a blended family and $6 million in assets sought our help to ensure their estate plan was fair, protected, and tax-efficient.
