Sentences with phrase «efficient transfer of your assets»

This is designed specifically for those who want to make the most out of estate maximization and efficient transfer of assets.

Not exact matches

Single Premium Life Insurance for wealth transfer You can choose to pay for a life insurance policy with a single premium: this can be an efficient method of transferring your assets to your family or charitable organizations.

(e) any other matter that the Lieutenant Governor in Council considers advisable in order to achieve an efficient and fair transfer of assets, liabilities and employees among the affected district school boards and school authorities.

Estate planning is a complex area of the law, with regulations and directives that are changing from year to year, and at all times, lawyers need to be ready to advise on all the latest legal updates, and be highly aware of the most efficient ways to minimize taxes and expenses surrounding the transfer of estate and assets.

• Structure assets to create tax - efficient structures for private individuals seeking to transfer assets to family members or executives of estates.

When it comes to retirement, a capital transfer strategy lets you transfer retirement dollars from one of your current accounts1 to a more tax - efficient asset like a life insurance policy — which provides an income tax - free death benefit.