Estate & Legacy Protection
Protect your legacy and ensure your hard-earned wealth is passed on to your loved ones.
What Is Estate & Legacy Protection?
Estate & Legacy Protection ensures that the wealth you've worked hard to build is preserved and effectively passed down to future generations according to your wishes.
It involves strategic financial planning designed to minimize estate taxes, protect assets from risks, and facilitate a smooth wealth transfer, ultimately securing your family's financial future and continuing your legacy.
What Is Estate Planning?
Estate planning ensures that the wealth you've worked hard to build is preserved and effectively passed down to future generations.
It involves strategic financial planning designed to minimize estate taxes, protect assets, and facilitate a smooth wealth transfer to continue your legacy.
Benefits for Business Owners
Reduce or eliminate potential estate taxes.
Protect personal and business assets from creditors, lawsuits, & unforeseen financial threats.
Facilitate a smooth, clear, and efficient transfer of assets to heirs, avoiding costly disputes.
Protect your family’s privacy by minimizing or entirely bypassing probate.
How It Works - 3 Step Process
Wealth Assessment
We analyze your current wealth structure, identifying areas susceptible to tax inefficiencies or transfer complications.
Strategy Development
We develop tailored strategies to significantly reduce or eliminate estate taxes using advanced financial planning techniques specifically aligned with your goals.
Execution & Optimization
How It Works - 3 Step Process
1. Wealth Assessment
We thoroughly analyze your current wealth structure, identifying areas susceptible to tax inefficiencies or transfer complications.
2. Strategy Development
We develop tailored strategies to significantly reduce or eliminate estate taxes using advanced financial planning techniques specifically aligned with your goals.
3. Execution & Optimization
Our team helps you implement your asset protection strategies, establish clear governance structures for heirs, and integrate philanthropic objectives, ensuring your legacy remains protected for generations.
Is This Right for You?
Our estate planning strategies are ideal for business owners who:
• Own a business with significant value and are concerned about its longevity and continuity.
• Have substantial personal wealth and want to maximize the amount passed to heirs.
• Wish to protect your assets against creditors, litigation, and other financial risks.
• Are interested in establishing structures that effectively preserve wealth across multiple generations.
See It In Action
Avoiding the Final Tax Trap: Turning a Massive Liability into a Legacy
We recently helped a business owner protect his 7-figure portfolio from high taxes upon his death. He secured immediate business capital, cleared debts tax-free, and passed wealth to his family without selling any assets.
Ready to Protect Your Wealth?
Let’s discuss how our solutions can help secure your future—schedule a call with a Dundas Wealth advisor today.
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© 2025 Dundas Wealth. All rights reserved
You are using the website of © 2025, Dundas Life Inc. (FSRA #37628M). Dundas Life is a digital insurance brokerage who sells (ie. brokers) life insurance coverage from several Canadian life insurance companies. Dundas Life currently services clients in Canada, specifically in the provinces of Ontario, Alberta, and British Columbia. Insurance documents and contracts are made between the insurance company and the end user. Prices may vary based on individual factors such as age, gender, smoker status and more. Please reference the final issued insurance documents for more details. See Dundas Life's Terms & Privacy Policy for more information regarding interacting with our website and service.
© 2025 Dundas Wealth. All rights reserved
You are using the website of © Dundas Wealth 2025, Dundas Life Inc. (FSRA #37628M) DBA Dundas Wealth. Dundas Wealth is a digital insurance brokerage who sells (ie. brokers) life insurance coverage from several Canadian life insurance companies. Dundas Wealth currently services clients in Canada, specifically in the provinces of Ontario, Alberta, and British Columbia. Insurance documents and contracts are made between the insurance company and the end user. Prices may vary based on individual factors such as age, gender, smoker status and more. Please reference the final issued insurance documents for more details. See Dundas Life's Terms & Privacy Policy for more information regarding interacting with our website and service.