Tax & Estate Planning

Here's the latest

• Life insurance doesn’t have to be taxing!  Our book has the answers you need.
• Budget 2018 (PDF)
• Buy-Sell Funding custom illustration request form (PDF)
  
• Important changes to Insured Retirement Administrative Processes (PDF)
• Infographics
• Planning your client's future. Insurance strategies for your client's personal and corporate needs.
• As a Matter of Tax
• As a Matter of Law
• CONCEPTually Speaking

What's Popular?

• Does your client want to access the cash value of their inforce life insurance policy? (PDF)
• Tax Topic - Capital Dividend Account (PDF)
• Tax Topic - Capital Gains Exemption - Planning Techniques (PDF)
• Advisor's Guide to Insurance Trusts (PDF)

Tax & Insurance Resources

• Tax & Estate Planning Resource Catalogue (PDF)
• Advisor Sales Tools
• Tax Topics
• Checklist & Guides
• Sales Concepts
• Fact Finders
• Specimen wording
• FAQs
• Living Benefits Tax Grids
• Probate Charts
• Personal and Corporate Tax Rates (PDF)
• Infographics

Profiles of the Tax & Estate Planning Group

The Tax, Retirement & Estate Planning Services at Manulife writes various publications on an ongoing basis. This team of accountants, lawyers and insurance professionals provides specialized information about legal issues, accounting and life insurance and their link to complex tax and estate planning solutions.

These publications are distributed on the understanding that Manulife is not engaged in rendering legal, accounting or other professional advice. If legal or other expert assistance is required, the service of a competent professional should be sought.

These columns are current as of the time of writing, but are not updated for subsequent changes in legislation unless specifically noted.

This information is for Advisor use only. It is not intended for clients. This document is protected by copyright. Reproduction is prohibited without Manulife's written permission.