Mark writes frequent articles for TheTaxLetter®
Established in 1941, TheTaxLetter®, is an independent publication sent to paid subscribers across Canada to inform and educate readers about preserving wealth and reducing or eliminating taxes using insurance products and other estate planning strategies.
This article explains how business owners can use a Corporate Insured Annuity to pay less income tax and leave a bigger estate for family and charity.
This article contains an Estate Planning Checklist that can be used to eliminate a tax bill.
This article explains why Life Insurance can be a wonderful investment and how leverage can maximize returns.
This article explains the Estate Bond and how the tax benefits of life insurance can maximize estate values.
This article describes an asset preservation strategy using Long Term Care Insurance and Critical Illness Insurance.
This article explains the S.O.S™ Shared Ownership Strategy for Critical Illness Insurance: how company owners and executives can get important protection and enjoy guaranteed pre-tax returns in excess of 30% while getting money out of their company tax-free.
This article explains how life insurance can be used to reduce tax bills while growing estate values.
NOTE : The 2016 Federal Budget eliminated this opportunity to pay less tax.
Read Mark's TaxLetter article Apr 2016
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Everything you need to keep your estate information up to date including:
Estate Directory
What if something happens to you? Will your spouse and children find every important document easily? Examples: wills, powers of attorney, bank accounts, life insurance, etc.
Estate Planning Checklist
Organize your estate efficiently and eliminate taxes with this valuable checklist.
Executor Duties Checklist
Does your executor know what do? Keep this document with your wills.
Business Owners Planning Guide
This important document will help you develop a contingency plan to ensure continuity (and value) in your business.