For many Canadians nearing retirement, one of the biggest goals is leaving a meaningful legacy. But without proper planning, a significant portion of your estate could go straight to the Canada Revenue Agency.
In this episode, Joe Curry breaks down seven practical and legal strategies to pass on your wealth more tax-efficiently—and most are simpler than you’d think. From the principal residence exemption and TFSAs to permanent life insurance and smart RRIF withdrawals, you’ll learn how to preserve more of your money for the people and causes you care about most.
Ep # 148 - Seven Tax-Smart Ways to Leave a Legacy - Without Leaving a Tax Bill
Joe shares seven tax-smart strategies for passing wealth to the next generation in Canada. From using principal residence exemptions and TFSAs to corporate life insurance and living legacies, Joe breaks down practical and efficient ways to reduce taxes and leave a meaningful legacy for your loved on
Joe Curry
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