Generational Architecture for Families
Wealth transfer is not just a transaction; it is a transition.
You have spent a lifetime building assets. The challenge now is transferring them without friction. Between probate fees, capital gains taxes, and potential family disputes, significant value can be lost in the hand-off.
We design insurance structures that smooth this transition—providing the instant, tax-free liquidity needed to pay the tax bill, equalize the estate, and fund your charitable legacy without liquidating the family portfolio.
From Growth to Impact
At Taxevity, we help families move from Growth to Impact.
We understand that technical solutions must support family harmony. Whether ensuring fairness through Estate Equalization, protecting the family cottage, or funding a philanthropic goal, our architecture empowers your financial capital to support your family’s enduring human capital.
Protection
Financial Literacy Month: A Primer on Insurance ProtectionBeyond Bank Insurance: Why Personal Term Life is Key for Mortgage ProtectionThe Advantages Of Life Insurance In CanadaPreparing Your Legacy: Understanding The Deemed DispositionFederal Budget 2024: How Life Insurance Can Protect Your Wealth from Rising Capital Gains TaxLeveraging Life Insurance To Invest Or SpendHow To Prepare For Your Life Or Health Insurance ApplicationPolicy Delivery: Getting Your Health & Life Insurance Policy ContractGrowth
Diversify with Alternative Assets and Permanent Life InsuranceWhole Life Insurance as a Complement to Real EstateInfinite Banking in Canada: A Balanced Look at the Benefits, Risks, and AlternativesWhat is an Immediate Financing Arrangement (IFA)?An In-Depth Glossary of Immediate Financing Arrangement (IFA) Terms5 Questions to Ask Before Starting an IFAThe Top 3 Misconceptions About Immediate Financing Arrangements3 Signs an IFA Might Be Right for You (And 3 Signs It Isn’t)The IFA Mindset: Is Your Temperament Suited for a Leveraged Strategy?If an IFA Is So Good, Why Isn’t It for Everyone?An IFA for the DIY InvestorYour Personal Companion: Understanding Interest Deductibility in CanadaThe IFA Advantage: Funding Real Estate Investments Through Whole Life InsuranceThe IFA Core Advisory Team: A Requirement for SuccessAn IFA is a Team Sport: Is Your Advisory Team Built to Win?More Resources for Learning and Sharing
For more detailed explanations, review our resources for accountants and for wealth advisors, which you can also share with them.
Since you are more than a family, we have related resources: