What owners of Family Enterprises are reading
We support many public accountants, lawyers and family office advisors who provide tax and estate planning advice for business owners. We provide customized life insurance solutions for estate plans such as buy sell funding, funding family business succession, wealth preservation, capital gains tax funding, estate tax funding for high net worth U.S. citizens residing in Canada, and charitable giving.
These links will provide information and downloads which can help these individuals in the area of life insurance, tax and estate planning for their clients. Please click on the links to see checklists, specimen agreements and other useful tax and estate information.
The information available on this website (and via the links above) is distributed on the understanding that neither Canadian Succession Protection Company nor the Institute of Family Enterprise Advisors, the Canadian Association of Family Enterprise, Manulife Financial, Sun Life, Canada Life or Desjardins are engaged in rendering legal, accounting or other professional advice. If legal or other expert assistance is required, the services of a competent professional person should be sought.