The Importance of a Professional Corporate Estate Plan
August 23, 2018 3:31 pmMy neighbour used to pride himself on being handy when it came to working on his car. He would eschew the professionally trained auto mechanics and spend hours in his garage “fixing” his beloved BMW–until it caught on fire and burned up in the parking lot of Safeway. The point of this rather dramatic anecdote? Sometimes a little knowledge can be a dangerous thing. This applies to corporate estate plans. A Cautionary Tale Cathy’s husband, Bill, was an active business owner who ran his corporate operations and took care of the accounts. Bill moved his after-tax earnings...