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Estate Planning-Case Study 2-Succession Planning by Mark Courneya

by Mark Courneya | Oct 7, 2017 | Estate Planning, Stages of Life

The Challenge You’ve built a strong business with significant wealth. How do you transition your business and the greatest amount of your assets to the next generation while minimizing your tax exposure? Mike started his company Skis Ltd in 1980 and built up...

Estate Planning-Case Study 1-Cohabitation After Divorce or Separation by Mark Courneya

by Mark Courneya | Oct 7, 2017 | Estate Planning, Stages of Life

The Challenge How do you protect the transition of wealth to your children after a divorce or separation followed by a long-term relationship with a potential new common-law partner? Lisa is a middle age female who was divorced 15 years ago. She has one child who is...

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