Protecting yourself and your business

Planning your estate

Be sure to adequately protect yourself and your assets

Bequeath the full value of your assets and avoid leaving a tax bill to the estate

Whether you are a business or building owner, you want to leave the full value of your assets to your family. Yet what someone bequeaths to his children or any other person who is not his spouse, may entail a tax payment that will reduce the inheritance.

Obtain the cash flow necessary to:

  • Pay income taxes that are due in case of asset liquidation or transfer of taxable goods
  • Finance the shortfall between the sale price of shares and their market value in unfavourable economic conditions or due to a rapid sale
  • Ensure fairness between family members

Learn more about Permanent life insurance