Keyword: Sun Life tax and estate planning

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The April 30 tax filing deadline is fast approaching. These quick tips could save them some money!

In this first of two articles, we’ll look at three options for transferring an RRSP at death, and how you can help.

Within the next 10 years, $895 billion is expected to change hands through intergenerational wealth transfers.

“Instead of your clients directing their money to the federal and provincial governments through taxes, help them direct it to their families and the organizations that matter to them.” It’s a bold statement, but anchored in 48 years as an advisor and 71 years of life experience. Meet Joe Sheehan, CFP, CLU, owner of Life Design Systems in Toronto.”

Leaving a legacy means different things to different clients. Some may want to be remembered for the memories they created with those around them when they were still alive; for example, the trip of a lifetime. Others might want to leave money, jewellery, paintings, artifacts, or other family heirlooms to loved ones, or a financial […]

During the holiday season, many Canadians give back to their community through charitable donations or volunteer work. Some retirees, or those approaching retirement, may not realize that they can leave a gift to their favourite charity through their legacy plans too. If you have clients in retirement, or approaching retirement, who are active philanthropists, consider suggesting planned giving when discussing their legacy plans.

With a projected $895 billion inheritance coming their way over the next ten years, will boomers pay it forward? What does leaving a legacy mean to your boomer clients and how do they want to be remembered?

As more and more baby boomers get ready to retire, so are the thousands of entrepreneurs within this generation – many of whom would benefit from a sound business succession plan.

It’s safe to say that most people would rather leave a legacy from their hard-earned money to the loved ones and organizations they care about—a spouse or partner, children, grandchildren, or a charity—than pay more than their fair share of taxes.