Trust & Estate Planning

Helping you maximize the value of your estate, minimize your estate taxes and transfer assets to the next generation.

 

 

 

 

 

Trust & estate planning advice:

How we can help you

We provide a diverse range of estate planning advice, some of our most common solutions are focused on:

1) Minimizing your estate administration taxes

2) Reducing the cost of the taxes you’ll owe in your estate, saving you significant amounts of money

3) How to pass down cottages, rental properties and vacation homes to your children and pay for the capital gains you face on these properties

4) The importance of a trust in protecting your assets

5) The tax-free benefits that life insurance brings to your estate

6) Passing down a family-owned business to your adult children

Professional advice and support

At MD Insurance we offer a complimentary support system for our clients to make sure you get the best advice possible.

Your team of professionals includes:

  • Trust and Estate Practitioners
  • Estate Lawyers
  • Corporate Lawyers
  • Chartered Life Underwriters
  • Cross-Border Lawyers
  • Tax Accountants
  • Corporate Accountants
  • Certified Financial Planners
  • Business Valuators
  • Human Resources Professionals
  • Underwriters

Charitable Planning

 

 

 

 

 

Our advice can help you increase your donation at no additonal cost to you.

Interested in making a donation?