by Legacy Wealth | Aug 30, 2019 | Blog, Business Owners, Estate Planning, Family, life insurance
Estate Planning for Business OwnersWhat happens when the children grow up and they are no longer dependent on their parents? What happens to your other “baby”- the business? Estate planning for business owners deals with the personal and business assets....
by Legacy Wealth | Jan 2, 2018 | Blog, Business Owners, life insurance
Writing an estate plan is important if you own personal assets but is all the more crucial if you also own your own business. This is due to the additional business complexities that need to be addressed, including tax issues, business succession and how to handle...
by Legacy Wealth | Jun 1, 2017 | Blog, Critical Illness Insurance, Disability Insurance, Estate Planning, life insurance, Segregated Funds
In today’s uncertain and sometimes volatile financial world, the importance of putting tangible steps in place not only to protect, but to maximize your investments and wealth has never been more crucial. Without the gift of a crystal ball, we are unable to...
by Legacy Wealth | May 1, 2017 | Blog, Business Owners, Estate Planning, Families, individuals
These 4 reasons will compel you to revisit your estate planning For most of the people, a watertight estate planning means finding the best ways to equip themselves for contingencies, reduce the tax liability for their estate, and signing up for investment plans to...
by Legacy Wealth | Jul 9, 2016 | Financial Planning
In Part 1 of this series on Transferring Your Estate, we went over the basics of what Estate Planning is and the importance of it. We also went into detail in regards to the first method of transferring your Estate, which is using a Will, and its importance in the...
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