In this Sightline Conversation, Sightline’s Paul de Sousa speaks with Mark Halpern, president and founder of WEALTHinsurance.com. With 30 years of experience working with business owners, entrepreneurs and wealthy families, Halpern shares with de Sousa the three distinct areas of legacy planning – estate planning, tax planning and philanthropy – and how they each play an important role in providing financial stability. Specifically, de Sousa and Halpern discuss:
- Near-term and long-term benefits of estate planning, tax planning and philanthropy
- Canada Pension Plan (CPP) strategies for philanthropic families
- The important differences between offensive and defensive estate planning
- Insurance strategies for near-zero interest rates
- How COVID-19 has affected planning strategies
You can listen to de Sousa’s and Halpern’s conversation here. As always, please contact us at (416) 945-6228 with any questions.
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