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Legato for Life
From protecting a young family from the unexpected, to reducing taxes during the working years and finally creating a smooth legacy transition, Legato helps everyone protect, save and prosper throughout their lifetimes and onto the next generation. There's a sense of security and pride to know that the family will be capable of paying their mortgage and bills, affording to put food on the table and keeping each member of their family on a consistent path going forward. Having the proceeds of a life insurance policy flow to a family soon after the loss of a loved one allows that family to stand on it's own feet financially during their time of need. This can be vital whether the family has been living on a tight budget or not. Investing in life insurance should be a valuable asset adopted into everyone's financial plan whether effectively renting short term coverage or investing in the ownership of a forever life insurance policy. As the success of the family grows over time and their needs reduce, life insurance becomes part of their retirement and estate solution that also provides liquidity for additional purposes. The benefits are uniquely available through this industry and have been put in place to help Canadians.
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Articles
- The Pair: Estate Freeze & Legato Plan
- 70 Years and 214 Days
- Tax Apportionment in Estate Planning
- Beneficiary Designations and Resulting Trusts Revisited
- Reviewing A Shareholder's Agreement
- Part 1: Legacy Gifting Private Company Shares
- Part 2: Legacy Gifting Private Company Shares
- Life Insurance As Fixed Income Plus
- Smooth Transitions
- Reduce Estate Shrinkage
- Take Time For Your Legacy
- Protect Your GrandChildren
- Another Asset Class
- Take Five
- Inheritance & Taxation
- Cash Me If You Can
- Think Wider
- Succession Planning
- Legato 3
- Retirement Income
- Look Across
- Lest We Forget
- Partners In Search For A Cure