Corporate Estate Planning
Delivering Professional Investment, Planning & Insurance Services to Greater Victoria for over 40 years.
Your Business After You
Corporate Estate Planning is the process that a corporation will use to assist its ownership with the tax efficient transfer of the corporation’s assets at owners or partners time of passing, or upon the sale of shares of the corporation. Corporate estate planning utilizes the establishment of trusts, corporate owned life insurance, gifting strategies and shareholders agreements.
Life insurance can also be a very useful tool for funding the strategies used in corporate estate planning, as well as providing the corporation with the cash to protect an interest in the key people that manage the business. Your team at the Wright Brothers is particularly experienced in this field and is happy to work with you, your legal professionals and your accounting professionals to advise you as to the best methods of taking care of your corporate estate planning requirements.
Curious About Your Financial Needs In Retirement?
Get a professional opinion. The Wright Brothers offer a complimentary financial needs analysis tool. To take advantage of this please download the tool and follow the provided instructions.