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 why a valid will is the cornerstone of estate planning, where Life Insurance fits, and why planning should include Philanthropy.
This article explains how people become philanthropists when given the opportunity to leave money to charity and family instead of the tax department
This article explains tax-friendly ways to use government-supplied pension benefits for charitable purposes.
This article explains a tax minimization strategy for high-income earners to take advantage of the lower tax rates of other family members with less or no income.
This article describes some current best practices in estate planning and explains a strategy to acquire life insurance without tying up company money.
This article recognizes significant tax increases ahead and presents several current opportunities to preserve wealth and lessen the tax bite.
This article presents several planning ideas to consider now as we await inoculation with the COVID vaccine.
This article contains several recommendations to protect health, preserve wealth and minimize tax liabilities.
This article explains four important reasons to consider buying Permanent Tax-Exempt Life Insurance.
This article explains how to donate private company shares, reduce estate taxes, create a substantial charitable legacy, and get money out of the company on a tax-free basis without depleting inheritances for children and grandchildren.
This article explains the tax liabilities associated with vacation properties and describes seven strategies to deal with the problem
This article describes planning issues that require attention now as economies slowly re-open in the COVID-19 era.
CharityMATTERS™ is our new Philanthropy Newsletter.
The first edition launched on March 12, 2018
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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.