Common Estate Planning Questions:

  1. Can we reduce or eliminate our USA Estate Taxes? How?

  2. Will there be enough liquid cash in the Estate to cover all of our taxes, obligations and bequests? (Most Estate problems are caused by a lack of Liquidity.) What should be sold to pay our final taxes?

  3. How can we treat all of our children equally when one of our major assets isn't easily divided? (cottage, business, farm, etc.)

  4. I am concerned with the future of our child's marriage. In the event of a divorce is there any way to keep our family's financial assets within the bloodline?

  5. We're both on second marriages. Can we arrange it so that when one of us dies, the other can keep what we now have? When we're both gone, can our assets be divided between our two families without "starting a war" between them?

  6. How can we protect our assets from being destroyed by spendthrifts?

  7. When I die, is there a way to keep a certain relative out of the family business?

  8. We've sold our business. Now our holding company is rich with taxable cash. How can we get it out, or pass it on tax-free?

  9. My partners will buy my shares upon death. My spouse worries about what will happen to her if they are unable to continue paying, or if the bank calls their operating loan. What can we do?

  10. I've heard that if I leave my RRIF to Charity, I'll get a big tax break, and there could also be more left for my family. Is this true? If so, what is the best way to set this up?

  11. How can we assure permanent support for a disabled family member in our wills - without jeopardizing his/her Government support pension?
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