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Tax-Efficient Estate Planning for Wealthy Families in Canada

  Mar 17, 2025   |    Trust Planning, testamentary trusts, life insurance, CRA, Wealth Planning, Family trust, MacMillan Estate Planning, Wealth, Tax Efficiency, Tax Strategies, Wealthy families, ersonalized estate planning strategies, Alter Ego Trusts, Family Trusts, tax-free payouts, charitable donations, tax regulations

Estate Tax Planning for the Ultra-Wealthy: Strategies to Min...

  Feb 14, 2025   |    Tax Planning, Trust Planning, Wealth Planning, MacMillan Estate Planning, Tax Mitigation, Wealth Protection, Tax Strategies

Estate Planning for Families: Why Now is the Time to Start t...

  Oct 11, 2024   |    Tax Planning, Trust Planning, Protecting your assets, MacMillan Estate Planning, Safeguarding Significance, Tax Mitigation Strategies, Tax Mitigation, Wealth Protection

Protecting Yourself from Fraud and Scams

  Feb 01, 2023   |    Estate Planning, Trust Planning, CRA phone scams, CRA email scams, Protection against fraud and scams, Email scams, Phone scams, Fraud, Protecting your assets

Revisiting Your Estate Plan in the New Year

  Dec 30, 2022   |    Estate Planning, Tax Planning, Trust Planning, Will Planning, family estate planning, legacy, Wealth Planning, Succession Plan, Retirement Plan

How Can You Protect Your Retirement Income Stream From Infla...

  Jul 07, 2022   |    Trust Planning, investments, Investment Trust

The 10 Strangest Inheritances of All Time

  Jun 13, 2022   |    Trust Planning, Will Planning

3 Mistakes People Make When Setting Up Trusts

  Oct 26, 2018   |    Trust Planning

Explaining An Act to Strengthen Financial Security for Perso...

  Sep 19, 2018   |    Trust Planning, Community and Social Services, AISH, Minister Irfan Sabir, Assured Income for the Severely Handicapped

Setting Up a Trust for Your Grandchildren

  Sep 17, 2018   |    Trust Planning, testamentary trusts

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