|
Newsletters
Charitable
Gift Planning
Over
the past few years, tax legislation has changed to greatly enhance
Charitable Planned Giving strategies. This newsletter will
review the tax rules and give you some insight to this powerful
Estate Planning strategy.
Click
here
(408kb)
Estate
Planning - RRIF Tax Protector
Without
proper advanced planning, Canada Customs and Revenue Agency may be a
major beneficiary (upwards of 50%) of the registered assets in your estate. Download
this newsletter to learn how to conserve the value of your estate
for your intended heirs. Click
here
(227kb)
Supplementing
Retirement Income
Life
insurance has evolved at an incredible rate over the last few years.
For those who are self-employed or have maximized their RRSP
contributions, life insurance provides an additional financial
vehicle to tax-shelter funds and then use to supplement income in
retirement. Download this newsletter to learn how you can
increase your income as well as significantly increasing your estate
value.
Click
here
(293kb)
Split
Dollar Insurance
The
concept and strategy behind "Split Dollar Insurance" is
more common in Business and Business Succession Planning
techniques. This newsletter reviews the concept using
Universal Life Insurance and gives various examples.
Click
here
(261kb)
Power Point Presentations
Charitable Gift Annuities
This Power Point presentation shows the effects
for the donor of using annuities as a Gift Planning tool as well as
a way to increase retirement income.
Click here
(384kb)
Charitable Gift Planning
This Power Point presentation shows the effects
for the donor of using annuities, donating gifts in kind, and using
life insurance to enhance your gift while eliminating CCRA in your
estate.
Click here
(970kb)
CCRA
Forms and Bulletins
Changes
to Charitable Gift Annuities & Split Receipting - Technical
News Bulletin
These
documents are in PDF format so you will need Acrobat Reader to view
them.
Click
here if you need the free Acrobat software.
|
