Personal Estate Transfer Strategy
- Immediately enhance the value of your estate
- Avoid the fees and delays related to the probate process
- Potentially protect your assets from creditors
- Leave your loved ones or a favourite charity a substantially larger after-tax inheritance
- Maintain control of your assets and have access to those assets if necessary
If you want to pay less tax and leave more to your heirs, the Personal Estate Transfer strategy may be for you.
This product is available through Transmerica.
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Feel free to give us a call if you have any questions or concerns about this product. We are more than happy to assist you in picking the product that is right for you. There is absolutely no obligation.
Toll-free: 1-800-97DCOSTA
or 1-800-973-2678
Phone: (905) 471-0572
Fax: (905) 471-8572
Email: dfg@dfglife.com
Copyright 2011: D'Costa Financial Group. Canadian Term Insurance. All rights reserved.
5871 Highway 7 East, 3rd Floor
Markham, Ontario L3P 1A3
905-471-0572 | dfg@dfglife.com
