Financial Planning

Estate Planning – Original documents

Have a will prepared by a professional and updated as necessary. Ensure an ORIGINAL copy is available and the location is filed with the BC Wills Registry of the Vital Statistics Agency. If you want your vehicle to be left … Continue reading

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Corporate Owned Life Insurance

A corporation may own life insurance to: -fund a buy/sell agreement -as collateral for a loan -to cover the loss of a key employee -paying tax at death -to cover losses incurred as a result of a key employee or … Continue reading

Posted in 2013 Canadian Tax Tips, BLOG, Financial Planning, Tax - Corporate | Leave a comment