- Innovative Thinking
- Freeze, Fund, & Feature
- Tax Apportionment in Estate Planning
- Beneficiary Designations and Resulting Trusts Revisited
- Part 1: Legacy Gifting Private Company Shares
- Part 2: Legacy Gifting Private Company Shares
- Reduce Estate Shrinkage
- Take Time For Your Legacy
- Take Five
- Retirement Income
- Look Across
- Lest We Forget
If you had not come home last night, would your family's future be protected?
Take proactive steps to minimize negative consequences, ensure the right plans have been implemented, and create a smoother transition for your loved ones.
At Legato, we listen and focus on your specific goals and objectives to create the most suitable, affordable protection strategies for you and you family.
Estate Enhancement & Preservation
Many successful Canadians families work tirelessly to build their wealth. Legato helps them take the time to plan the financial impacts associated with their passing.
Developing a financial plan for the future should be critical planning steps in creating a wealth transition strategy.
Effective estate planning combined with properly structured life insurance can ensure the family assets and life time(s) of effort will pass on to the loved ones at the lowest possible cost.
An estate freeze has been well known as an effective planning and preparatory process for business families. Fund the deferred capital gains taxes that will come due on the estate in the most cost-effective way through Legato's life insurance solutions.
Strategic Asset Allocation
For decades, many of Canada’s wealthiest families have utilized insurance strategies to invest personal and corporate assets, protecting those monies from taxation now and in the future.
When the banks and private wealth management firms do not offer the expertise nor spend the time to review these advantageous strategies with their clients, Legato can step in to create the long-term positive impacts.
Legato Wealth explores the family goals and objectives, then develops customized, affordable insurance-based strategies that address each legacy situation.
Legato has formed strategic relationships with leading professional advisors and associations to become leader advisors in the industry.