
Case Study: How James Used Life Insurance to Cover Future Tax Liabilites
James, a successful real estate investor in his early 50s, owned several residential investment properties—houses, condos, and similar assets—through a corporation.
James, a successful real estate investor in his early 50s, owned several residential investment properties—houses, condos, and similar assets—through a corporation.
Strategic Wealth Protection Partners helps families and business owners in Ontario with comprehensive estate planning.
SWPP’s Living Estate Plan service ensures Ontario families have an estate plan or living trust that protects their assets from unnecessary taxes and fees, including probate.
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