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For tax-efficient wealth transfers, plan early and revisit often

Authors :
Sturgeon, Jamie
Source :
The Globe and Mail web edition. August 26, 2024
Publication Year :
2024

Abstract

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/. Nothing is certain except death and taxes. That immutable truth was [...]

Subjects

Subjects :
Financial management
Estate tax

Details

Language :
English
Database :
Gale General OneFile
Journal :
The Globe and Mail web edition
Publication Type :
News
Accession number :
edsgcl.806175818