Calgary Three60 Wealth Estate Planning

^Tagbenefits of a fee-based planner

Tax Planning
Organization Creates Opportunity
March 04, 2020
How you organize your business ownership has an enormous impact on your taxes. It’s important to efficiently move money between your various businesses to take advantage of new business ideas, investments and creditor proofing.
Estate Planning
Preparing your Estate Documents – Your Will
January 21, 2020
Unfortunately, far too many Canadians don’t prepare their estate documents. It’s not uncommon! As an estate planner, I am often asked by families: “What documents do we need and what decisions do we need to make?” There is normally a follow up question too: “Do I need to use a lawyer to prepare my will?”.