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PRIVATE CLIENT PROGRAM |
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Tax and Estate Planning Services |
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| Investors with $500,000 or more in the Private Client
Program are offered the opportunity to receive a complimentary personal
Tax and Estate Summary Report covering major issues affecting their
overall tax and estate plan. The report is based on a detailed questionnaire
and is prepared by Mackenzie’s Tax and Estate Planning Services,
headed by Sandy Cardy.
The Tax and Estate Summary Report
Customized to your unique circumstances, the Tax and Estate Summary Report
includes:
- A personal letter from one of our specialists outlining your
personal tax and estate strategy issues;
- Tax issues related to your estate plan:
- An assessment of your current tax situation and
strategies to reduce your tax bill,
- An estimate of the final tax bill on investments,
real estate and registered plans,
and ways to reduce the tax bill due on death,
- An estimate of probate tax and methods to reduce
probate tax;
- Tax planning to assist beneficiaries in retaining
more of their inheritance:
- Need for family trust,
- Spousal testamentary trusts and family testamentary
trusts;
- Estate planning documentation:
- Preparing a will,
- Creating a power of attorney;
- Insurance - A general discussion of your insurance
needs, including types of insurance (e.g. life, disability,
critical illness, long term care and business insurance);
and
- Other Issues: charitable donations, designation
of principal residence, a review of
beneficiary designations, funeral pre-planning and
any other strategies unique to your
tax and estate situation.
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 Sandy
Cardy, C.A., CFP
Sandy Cardy is Vice President, Tax and Estate
Planning Services, Mackenzie Financial. Sandy
and her team provide tax and estate planning
support to advisors and planners to assist them
in protecting and growing their clients’ wealth.
The Tax and Estate Planning Services area also
provides support to Mackenzie’s new product
initiatives in the area of tax efficiency. Prior
to joining Mackenzie, Sandy spent four years
in her own consultancy practice, providing financial
and estate planning for high net worth individuals
as well as conducting numerous tax and estate
planning seminars. She has accumulated a wealth
of strategies to help taxpayers make the most
of their individual tax and estate planning situations.
Sandy is the author of two highly regarded tax
and estate books: Tax Strategies for Financial
Advisors and The Cottage, the Spider Brooch and
the Second Wife. |
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