Sentences with phrase «heirs in a tax efficient manner»
Families who generate a large estate need special kinds of planning if they want to pass their estate to their heirs in a tax efficient manner.
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TFSAs are a great way to pass on wealth to your heirs in a tax - efficient manner — not only will they avoid paying capital gains tax on the growth of your investments before your death, but if you designate them as beneficiaries, the money will bypass your will.
Seeking advice on complex estate planning issues to pass along your bazillion dollar estate to your heirs and favored charities in the most tax - efficient manner