How life insurance can make for more tax-efficient intergenerational wealth transfers

Authors :: Sturgeon, Jamie
Source :: The Globe and Mail web edition. July 15, 2024
Publication Year :: 2024
Abstract: Using insurance strategies to keep wealth in a family has become even more important considering the recent hike to the capital gains inclusion rate<br />https://www.theglobeandmail.com/investing/globe-advisor/?utm_source=Globe%20Advisor&utm_medium=email&utm_campaign=newsletter&utm_content=2021-12-17_7&utm_term=advisor_weekly_cross_promote_advisor_markets&cu_id=6SJND3YLRIZaO5PUPgekOHYjPo35ExpC#globe-advisor-newsletters for the Globe Advisor weekly newsletter for professional financial advisors. For more from Globe Advisor, visit our https://www.theglobeandmail.com/investing/globe-advisor/. Many people view life insurance mainly as a necessary cost during [...]

Subjects :: Personal finance -- Economic aspects -- Taxation
Financial services industry -- Economic aspects -- Taxation
Financial management -- Economic aspects
Estate planning -- Taxation -- Economic aspects
Financial services industry

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