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        • Ownership & Beneficiary
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  • Home
  • Who We Are
  • Insights
  • Estate Planning Guide
    • Life Insurance
      • Life Insurance Overview
      • Where is Life Insurance most Often Used?
      • Types of Life Insurance
        • Types of Life Insurance
        • Term Insurance
        • Permanent Insurance
      • Application Process & Underwriting
      • Ownership & Beneficiary
        • Ownership & Beneficiary
        • Personal Ownership of Life Insurance
        • Corporate Ownership of Life Insurance
        • Capital Dividend Account
        • Beneficiary Designations
      • Financing of Life Insurance Premiums
      • Making a Claim
      • Insurance Company Financial Strength
      • Taxes on Out of Country Moves
    • Personal & Corporate Tax
      • Tax Basics
      • Taxes on Income
      • Taxes on Capital Gains
      • Taxes on Different Types of Dividends
      • Estate-Related Taxes
      • TAX ISSUES FOR BUSINESS OWNERS
        • Passive Investment Income and The Small Business Deduction
        • Revised Tax Rules on Split Income
    • Estate Planning
      • Estate Planning Introduction
      • WILLS
        • The Benefits of a Will
        • Power of Attorney and Living Wills
      • Trusts
        • Types of Trusts
        • 21-Year Rule
      • Estate Related Taxes in Canada
      • Estate Freeze
        • Estate Freeze Overview
        • Advantages of Estate Freezes and Issues to Consider
        • Types of Freezes
        • Serial Redemptions (Wasting Freezes)
      • Shareholder Agreements
      • Life Insurance and Estate Planning
      • The Benefits of Charitable Gifting
      • Moving Out of Canada
    • Business Family Governance & Succession Planning
      • Business Family Governance – Overview
      • Family Business Governance
        • Business Family Governance, Succession Planning and Related Issues Overview
        • Business Governance
        • Family Governance
        • Ownership Governance
      • Succession & Continuity Planning
        • Succession & Continuity Planning
        • Linking Succession and Governance
      • Family Office
      • Domestic Contracts
      • Raising Children in a Wealthy Household
        • Raising Children in a Wealthy Household Overview
        • The Financially Intelligent Parent
        • Children of Paradise
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