Tax and Estate Planning

With a combined 30 years of experience in retirement planning and wealth accumulation strategies, the Manulife Investments Tax and Retirement Services (TRS) team is a group of accountants, lawyers and other specialists skilled in proactively identifying opportunities for clients based on changing regulatory environments and the market. Paying tax is not a favorite topic for anyone, but it’s one of those inevitable things in life. However, with a little planning you can help minimize your taxes and make the most of every dollar you have. As you age your tax planning concerns change, below are a few strategies that you may find useful for your current life stage.