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NYF Wealth Management
Oct 31, 20181 min read
Case Study: The Widow with A Disabled Adult Child
A widow wants to treat her 3 adult children equally in her will, but the eldest has more needs. Mrs. C's husband died at age 70 yrs. ...
NYF Wealth Management
Oct 31, 20182 min read
Case Study: Who Inherits the Family Business?
Mr. P is an entrepreneur. He built a small business into a booming enterprise. He has 2 children, who work in different industries. One...
NYF Wealth Management
Oct 31, 20182 min read
Case Study: A Momma Bear & Her 3 Children
Ms. A does not know how her will should go. One child is not in Canada and may get married. One child is not an adult yet. She worked...
NYF Wealth Management
Oct 31, 20182 min read
Case Study: Step Parent in the Mix
Mr. M and Ms. M are siblings. Mom passed from cancer. To their surprise, their father met & married and a new Mrs. M joined the family....
NYF Wealth Management
Oct 31, 20181 min read
Case Study: Protecting the Family of a High-income Earner
High-income earner taxed at highest tax rate; new rules regarding splitting income through paying dividends to family members has...
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