MARK HALPERN ON DEATH, TAXES AND MAXIMIZING YOUR ESTATE - NOVEMBER 6 2019

Nov 06, 2019

By Zoomer Podcast Network

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Libby Znaimer is joined by Mark Halpern, CEO of WEALTHinsurance.com. Mark is a Certified Financial Planner, Trust & Estate Practitioner, and Master Financial Advisor-Philanthropy.

On today’s show, Mark provides tips on minimizing taxes when planning your estate. Did you know that taxes of up to 54% are owed to the government upon death here in Canada? It takes some planning to preserve your hard-earned money and leave it to the people and causes you care about – instead of the tax department.

For more essential information and resources to help you properly organize and plan your estate, visit WEALTHinsurance.com


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