Plan an insurance strategy that carries your wealth to future generations.
Making a plan to create sustainable wealth can be as simple as providing term insurance to cover a mortgage, or as complicated as a complete financial plan designed to ensure that your life goals are matched with your estate planning.
Canada remains a high tax jurisdiction, and Etherington Generations can help guide you through:
- the impact accruing tax liabilities will have on your family;
- the social capital and estate planning objectives available to you;
- the efficiencies available by working with your existing advisors
Intergenerational estate planning helps you contribute to society, honour your obligations and provide a legacy for those you love.