As we make our way through the fall season, one area we noted physicians have been “cleaning up” is their taxes and terminal planning. First, we help you understand what happens to your estate when you pass away and then how to redirect assets through your medicine professional corporation tax free. WHAT HAPPENS TO YOUR ASSETS WHEN YOU PASS AWAY? Upon death, you are deemed to have disposed of assets at their market value at the time of death. The…
Material Changes to OMA Disability Insurance
Would you rather pay 71% or 29% tax?
Will and estate planning for physicians
Mortgages – fixed or variable rate?
Will and estate planning for physicians
Death tax and probate fees
Critical illness insurance for physicians
As the new year starts, some clients have been asking about the changes at MD Management, market volatility, their RSPs and corporate investments. Levine Financial Group is focused on saving physicians money on insurance. Clients often ask where do I invest my money? I have been a client of Nicola Wealth Management since 2007 with my corporate and personal investments. My returns are conservative and have far lower volatility than the market. Nicola Wealth manages nearly $6 Billion on behalf of…
Life insurance for physicians