Special Life Skills Series | Tax-effective wealth and estate planning
Has the pandemic motivated you to deal with ‘incompletions’ like getting an updated will, life insurance and proper estate planning? You can pay less tax and maximize the value of your assets so you can leave more for your family and the charitable causes you care about. Mark is widely known for his expertise helping clients convert taxes to charity. He will explain several strategies to effectively preserve and grow your estate, including the use of government benefits to reduce taxes, create generous charitable gifts, and leave more for loved ones. Planning today can safeguard the future for you and your family, while fulfilling your philanthropic objectives.
Speaker: Mark Halpern (CFP, TEP, MFA-P) CEO of WEALTHinsurance.com (and York University grad) has helped business owners, entrepreneurs, professionals, and affluent families for 30 years.