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 the most common reasons people want to obtain Life Insurance and examines 3 ways to acquire it.
This article describes some of the unique planning goals in a family-owned business and explains tax-friendly strategies to facilitate business succession, family harmony and strategic philanthropy.
This article explains the importance of Long Term Care Insurance and describes strategies to protect health and preserve wealth in the event of illness or accident.
This article, the second of two parts, contains financial reminders and recommendations to reduce taxes and improve financial security.
This article, the first of two parts, contains financial reminders and recommendations to reduce taxes and improve financial security.
This article describes tax-friendly strategies used by business owners and incorporated professionals to accumulate and preserve wealth.
This article describes several giving strategies and explains the accompanying financial benefits available to generous people.
This article presents 4 ways an incorporated business can mitigate new tax rules, preserve the small business deduction and save hard-earned money.
This article describes essential “must-do’s” to preserve your estate and protect your family from the financial fallout that occurs upon the death of a spouse.
This article examines some of the issues to address when contemplating marriage that require the help and experience of knowledgeable tax, legal and estate planning professionals.
This article describes how overlooked assets can be put to good use with tax-friendly strategies for wealth preservation and strategic philanthropy.
This article explains defensive strategies for people who have concentrated, until now, on building their wealth.
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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.