There are many ways to reduce your estate liabilities. You work hard to earn a living, save for retirement, and own property. It is important to know what your estate liabilities are in relation to: capital gains, mortgage debt, car loans, unpaid taxes, and business-related liabilities. Consider reducing these liabilities:
Reduce the impact of income taxes. Here are some methods to reduce taxes due upon your death:
Reduce probate fees. Probate fees will be based on the value of assets administered through your will. Here are some ways to reduce probate fees:
Insurance products, including segregated fund policies, are offered through Utley Financial Group and Darrin Utley, Stephanie Sparks, Dianne Downie, Cody Wilkins and Kimberly Roe offer mutual funds and referral arrangements through Quadrus Investment Services Ltd. Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.
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Make your investment decisions wisely. Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.
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