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) How to transfer cash and real estate tax-free out of your corporation to your estate and family.

2) Protecting your net worth and the value of your assets from taxes.

3) Succession planning for your cottage, rental properties, office, vacation homes and how to pay for the capital gains you face on these properties.

4) How to pay for your estate taxes, typically saving you 50% of the cost.

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 (TEP)
  • Estate Lawyers
  • Corporate Lawyers
  • Chartered Life Underwriters (CLU)
  • Cross-Border Lawyers
  • Tax Accountants
  • Corporate Accountants
  • Certified Financial Planners (CFP)
  • 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?