Our Approach

Ensure your estate value for family or charitable purposes will not be eroded by the substantial tax liability upon death, related to various assets for shares of a business you own, by using an alternative strategy to fund this liability so you can keep cherished assets in the family.

Achieve a fair distribution of your estate to your loved ones while ensuring that a valuable recreational property or other significant asset in your estate is left only to your beneficiary of choice.

With unique contractual benefits conducive especially to estate planning, such as principal guarantees, the amount paid out upon death can perhaps bypass your estate whereby it avoids “probate” fees and is received more promptly and discreetly by the beneficiary.  Also, with potential creditor protection features which may appeal to business owners.

Make a more meaningful gift, with tax advantages, to support your favourite charitable organization.

For businesses with more than one shareholder, ensure sufficient funds would be available to fund the required purchase of valuable shares owned by the deceased or incapacitated shareholder, and so there is no delayed receipt or collection risk of the proceeds due.

Achieve a fair distribution of your estate to your loved ones while ensuring that the valuable business you own will be inherited by only your child who is actively involved in the business.