Dont Forget These Two Simple Steps When Estate Planning

Geoff Cook - CFP, CHAIP

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Strategic Estate Planning Barrie

The pure purpose of Estate Planning is to make an efficient transfer of wealth. Period.

Efficiency of Estate Planning is measured in two parts:

1) Tax: It is important to plan your estate in a way that will transfer wealth in a tax-efficient manner—setting up assets to flow so that the least amount...

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Dont Forget These Two Simple Steps When Estate Planning

The pure purpose of Estate Planning is to make an efficient transfer of wealth. Period.Efficiency of Estate Planning is measured in two parts:1) Tax: It is important to plan your estate in a way that will transfer wealth in a tax-efficient manner—s...

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