Browsing Tag

‘estate bond’

Segregated Investment Funds

Segregated Investment Funds

[:en]An Alternative Investment for Capital Preservation & Estate Planning Segregated Investment Funds are often misunderstood and underutilized by Financial Advisors and other Estate Planning professionals. The investment funds offered through insurance carriers provide unique benefits guarantees. Segregated funds offer both death benefit and capital guarantees in various forms. Some plans offer 100% death benefit guarantees from day 1 as well…

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The Corporate Estate Transfer

The Corporate Estate Transfer

[:en]If you are the owner of a successful company it is likely that you have retained profits or surplus cash in your corporation. If this is the case, chances are also good that this invested surplus is exposed to a high rate of corporate income tax. If this describes your company then you may be a candidate for the Corporate…

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Changes to the Taxation of Estates

Changes to the Taxation of Estates

[:en]Estate, trust and tax planners have long favoured testamentary trusts as vehicles to pass along assets to beneficiaries or heirs.   A testamentary trust is generally a trust or estate that is created the day a person dies. Commonly, these trusts are established in a testator’s will. A significant benefit to testamentary trusts had been that income earned and retained in…

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