Protect and Preserve Your Assets

Your assets include your home, vacation property and other valuable items you own. The goal is to help minimize the amount of tax payable or prevent the immediate sale of assets by you or your estate.

Protecting and preserving your assets requires different products using various strategies to help achieve these goals.

Wealth strategies include

  • Mortgage and creditor protection
  • Use capital gains exemption
  • Use of trusts or holding companies

Protection and preservation products include