At Racine Financial, we believe that business owners should use insurance as a tool to protect their business and family. We perform a personal and business protection review to better understand your desired outcomes if you were to experience a health issue or pass away unexpectedly.
If you were to die unexpectedly, would your family be able to support their currently lifestyle? What does your business look like without you? It is important to determine the right coverage, so that your death does not leave your family and business financially compromised.
Families in business together can use planning strategies to address the complexities of transferring the business to the next generation. Who is taking over your business and how do we best prepare for that moment?
Assets like investment accounts, personally owned property and closely held business have tax consequences upon death, often compromising or reducing the inheritance you leave behind for your loved ones. It might be important for us to preserve your assets intact without an unnecessary sale to a third party to cover taxes.
Racine Financial
37 Walton St.,
Port Hope, Ontario
L1A 1N2, Canada
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Serving family businesses in Northumberland County, Durham Region, Peterborough County, Kawartha Lakes, Hastings County and Prince Edward County since 2014.
