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 changing demographics require people to take more personal responsibility for growing older, and provides six planning thought-starters to position yourself and your family for the best of times.
This article examines some of the often-overlooked issues faced by common-law couples that require the help and experience of knowledgeable tax, legal and estate planning professionals.
This article explains why ‘control’ is important and describes seven defensive strategies to consider in the estate planning process.
This article describes key estate planning strategies for baby boomers who want to leave more to family and charity and less for the tax department.
This article describes several cost-effective strategies for charitable giving that maximize the funds received by favourite causes while reducing taxes and enhancing estate values.
This article explains the importance of planning early - while options are available - and describes strategies to minimize taxes along the way.
This article describes a unique insurance solution now available for people aged 80 to 90 and explains why annuities deserve consideration in the estate planning process.
This article describes planning strategies for growing older in good health with financial security.
This article describes several cases and how clients’ problems were solved.
This article describes how and why wealthy and high-income Canadians use insurance products to preserve their wealth and achieve desirable tax outcomes.
This article describes several legal strategies available now for business owners to pay less tax while growing their final estate value.
This article explains the importance of estate planning and describes the essential steps required "while the sun is shining” to minimize taxes and leave more for family and charity.
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Estate Directory
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Estate Planning Checklist
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Executor Duties Checklist
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