Conversation starter – Protect your estate against crippling tax

Need to break the ice with clients about protecting their estate against tax? Try these and then send them this article.

“Your cottage is worth a lot more than when your great grandparents built it. Have you considered a trust to shelter your heirs from the tax liability?”

“Do you know how insurance policies can be used to cover tax liabilities for your heirs? Your cottage is worth a lot of money. Let’s look at some options.”