Inter-generational Planning in Canada
It’s important for us to provide insurance solutions to protect you while working and when you’re ready to transfer wealth. You’re working hard for your money and you want to ensure as much of your wealth is passed on to your children, without taxes from the government. When you pass away in BC, much of your assets (real estate & investments) will be taxed all at once.
Once you’re established in Canada, Barb will show you how permanent life insurance can work as an effective tool to help offset future government taxes, leave an inheritance to your children, and pay for final expenses.
As your children grow up into young adults, Barb would like to assist them in becoming financially-responsible adults by teaching them how to invest wisely and how to save for a house purchase. They become responsible adults who will inherit your wealth.