How insurance-tracking shares can help with estate planning

Callum Sutherland - Jun 15, 2021
Insurance-tracking shares are a powerful yet relatively unknown tax and estate planning tool for a business owner who is considering holding a whole life insurance policy in their corporation. These shares work in tandem with a life insurance policy

This article suggests that "Insurance-tracking shares are a powerful yet relatively unknown tax and estate planning tool for a business owner who is considering holding a whole life insurance policy in their corporation. These shares work in tandem with a life insurance policy to ensure a business is transferred to the next generation in a tax-efficient manner, to achieve estate equalization among heirs and to meet other estate planning goals." Learn more.