Our practice has a specific focus on late career and retirement age clients who have accumulated wealth that will ultimately result in significant tax liabilities in their estates, and/or to beneficiaries. Those taxes must be paid upon their passing.
We work to eliminate as much of these taxes as possible with creative planning strategies. For any remaining tax liabilities, we look at ways to more efficiently fund these taxes than to have one’s estate write a cheque for the amount due.
We can dramatically reduce this cost using various financial instruments, including life insurance. We work with clients' existing accounting and tax advisors to structure plans that will meet our clients’ goals and objectives.
Integration with existing planning and flexibility for future changes are key. Life insurance can be a powerful tool in one's future planning. However, we use life insurance in unconventional ways. Our clients do not “need” to buy life insurance. Rather, we use life insurance for its unique characteristics that can provide exceptional results to various planning challenges.
We started Wilson Capital in 1997 because we saw an opportunity to provide a unique planning idea to specific clients.
Our clients are open to creative and nontraditional approaches to the traditional problem of significant tax liabilities in their estates.
With decades of experience in helping solve complex estate issues with sophisticated solutions, we can provide you with proprietary planning that is as efficient as it is uncommon.
Our practice has a specific focus on late career and retirement age clients who have accumulated wealth that will ultimately result in significant tax liabilities in their estates, and/or to beneficiaries. Those taxes must be paid upon their passing.
We work to eliminate as much of these taxes as possible with creative planning strategies. For any remaining tax liabilities, we look at ways to more efficiently fund these taxes than to have one’s estate write a cheque for the amount due.
We can dramatically reduce this cost using various financial instruments, including life insurance. We work with clients' existing accounting and tax advisors to structure plans that will meet our clients’ goals and objectives.
Integration with existing planning and flexibility for future changes are key. Life insurance can be a powerful tool in one's future planning. However, we use life insurance in unconventional ways. Our clients do not “need” to buy life insurance. Rather, we use life insurance for its unique characteristics that can provide exceptional results to various planning challenges.
We started Wilson Capital in 1997 because we saw an opportunity to provide unique planning to specific clients.
We bring creative and non-traditional approaches to the traditional problem of significant tax liabilities in clients' estates.
With decades of experience in helping solve complex estate issues with sophisticated solutions, we can provide you with proprietary planning that is as efficient as it is uncommon.
Our clients are a diverse group of mature age folks who have been financially successful in their lives. With varied backgrounds in everything from agriculture, medical professions, manufacturing, transportation, service industries, and a host of others, our clients do have many commonalities:
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