Taxation of Your Estate

Minimize your payable taxes

Estate planning is the process by which an individual plans to pass on his or her wealth, including investments and life insurance, upon death to a chosen person(s), with the goal of:

  • Preserving and/or enhancing the value of the estate to the extent possible
  • Ensuring delivery of the intended amounts to the appropriate persons; and
  • Minimizing taxes, where possible
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