With the higher propsed capital gains tax inclusion rate, Angela is invovled with her clients and working closely with their CPAs to ensure strategies such as Alter Ego Trusts and Joint Spousal trusts are in place to mitigate future taxes and enable effective wealth transfer to the next generations in families. As part of Angela's process in comprehensive financial planning permanent insurance strategies are discussed and implemented by my team to offset future estate taxes and maximize wealth transfer.
Book your appointment today by calling (905)-681-6031 or by email angela.galergrist@nbpcd.com