Kevin Wark, tax consultant, Conference for Advanced Life Underwriting, and managing partner, Integrated Estate Solutions, explains important estate planning changes impacting trusts, longevity planning and tax structures. Photo copyright: sarosa/123RF.
November 19, 2017Kevin Wark discusses three options for helping aging clients manage their property, and zeroes in on the pros and cons of joint interest trusts
Kevin Wark explains the discussions you need to have with clients to protect them from longevity risk
Kevin Wark outlines the impact of recent tax changes to life insurance
Kevin Wark explains how to use life interest trusts in planning for high net-worth clients
Kevin Wark explains how to navigate the 2016 tax changes to testamentary trusts
Kevin Wark outlines how proposed federal tax changes to passive investments in private corporations would work
Kevin Wark discusses how Ottawa’s proposed changes to the taxation of private corporations would affect income sprinkling, dividends and capital gains
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