Avoiding Non-Resident Tax on Your Estate

There is a 25% Non-Resident tax which will be held back by your executor for your non-resident beneficiaries. Probably not what you intended and your beneficiaries may really need the money as soon as possible.

There's a very simple solution: Segregated funds. You don't need a lawyer and you can continue to invest likely the same way.

A Segregated fund bypassing your estate and pays out just like insurance as a death claim. In doing so there is no need for your executor to hold back 25% for your non-resident beneficiaries.

If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to schedule your confidential meeting with me.  You can schedule your meeting here: https://calendly.com/aaronwealthmanag...

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