Estate planning mistake means legacy lost: Bow Tie Tales
Today, I’ve got a Bow Tie Tale that’s as cautionary as they come. Picture this: a successful doctor diligently builds an impressive investment portfolio, dreaming
Today, I’ve got a Bow Tie Tale that’s as cautionary as they come. Picture this: a successful doctor diligently builds an impressive investment portfolio, dreaming
The concept of using “other people’s money” is a tool many real estate investors are familiar with. But how can OPM be used by real
Tax planning can often feel like a daunting puzzle, with every piece representing hard-earned money slipping through your fingers. Canadian real estate investors, medical professionals,
Embarking on the journey of estate planning as a Canadian real estate investor is akin to navigating a complex terrain, fraught with potential pitfalls that
This overview on estate planning for real estate investors in Canada provides insights about the process, who should be involved, and common mistakes I’ve seen
What advisors should be involved in your estate planning process? As a business owner, the list of advisors who need to have insight into your
When estate planning, business owners often get mired in dividing a business fairly and what it means for the next generation, particularly when multiple children
Once you have your family trust set up, how do you stay on the right side of Canada Revenue Agency? Usually family trusts require an
In Part 1 of this series on family trusts, I discussed what a family trust is and how their potential benefits for real estate investors.
Family trusts are a cost-effective tool to meet multiple tax, legal and business objectives for real estate investors, and are therefore becoming a more prevalent
Contact George to start the conversation that will help serious real estate investors and developers, as well as medical professionals serious about financial growth, save taxes, preserve wealth, grow their business, and realize their why.