Client Case Study: How Mohamed Avoided a $12 Million Tax Burden
Mohamed, a 75-year-old real estate investor based in Ontario, owns two real estate holding companies along with various personal assets.
May 21, 2025
Mohamed, a 75-year-old real estate investor based in Ontario, owns two real estate holding companies along with various personal assets.
Bill, a 55-year-old real estate investor, reached out to SWPP after reading about living trusts online.
Is life insurance taxable? Life insurance payouts are generally not taxable in Canada if they are paid directly to a named beneficiary.
No one wants a tax surprise after death. Learn how Canada’s “deemed disposition” rules impact your estate—and how smart planning protects your family.
When you’re faced with the possibility of inheriting money or property, one of the first questions that likely comes up is, “Is inheritance taxable in Canada?”
Estate planning in blended families is especially sensitive because your children’s inheritance could unintentionally end up in someone else’s hands.
In Canada, a living will is a type of advance directive that outlines your wishes for medical care if you become unable to communicate or make decisions for yourself.
Setting up a trust in Ontario begins with a clear purpose and intention. What do you want the trust to achieve?
Estate taxes in Canada can be confusing, but understanding the key rules can save your family money.
In Ontario, probate fees—officially called the Estate Administration Tax—are calculated based on the total value of the deceased person’s assets.
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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