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In this video, Taivi Tayler—Certified Financial Planner at Tayler Insurance & Estate Planning—explains a critical truth: When you pass away, **debts and taxes are paid before your loved ones receive any inheritance**.
Does your Will pays debts and taxes before your loved ones? Learn
You’ll learn:
• How mortgages, loans, funeral costs, and CRA taxes are prioritized over beneficiaries
• What happens to the “residual estate” and how family members eventually receive it
• Real-world examples illustrating why proper planning matters
• Expert strategies for ensuring your legacy goes to those who matter most
• How financial planning can protect your estate and ensure your family—not the CRA—gets what matters most.
At Tayler Insurance & Estate Planning, we specialize in:
• Tax-efficient wealth strategies
• Estate liquidity planning
• Ensuring your loved ones are protected from excessive taxation
In this video, Taivi Tayler—Certified Financial Planner at Tayler Insurance & Estate Planning—explains a critical truth: When you pass away, **debts and taxes are paid before your loved ones receive any inheritance**. You’ll learn: • How mortgages, loans, funeral costs, and CRA taxes are prioritized over beneficiaries • What happens to the “residual estate” and how family members eventually receive it • Real-world examples illustrating why proper planning matters • Expert strategies for ensuring your legacy goes to those who matter most • How financial planning can protect your estate and ensure your family—not the CRA—gets what matters most. At Tayler Insurance & Estate Planning, we specialize in: • Tax-efficient wealth strategies • Estate liquidity planning • Ensuring your loved ones are protected from excessive taxation Visit our blog to read the full explanation: “Financial Planning – Who Gets Paid First When You Die” - www.taylerinsurance.com/financial-planning-who-gets-paid-...
#EstatePlanning #FinancialPlanning #LegacyMatters #EstateLaw #WhoGetsPaidFirst #DebtsVsBeneficiaries #TaxPlanning #LegacyProtection #TaylerInsurance #BarrieON
CONNECT WITH US ================
LinkedIn:www.linkedin.com/in/taivi-tayler-9b055027/
Facebook:www.facebook.com/taylerinsurance
#BehindTheScenes #EveryStumbleIsAStepForward #TaiviTayler
Every stumble, every laugh, every “take two” — it’s all part of the journey.
In this light-hearted behind-the-scenes video, Taivi Tayler reminds us that success isn’t built on perfection, but on persistence, authenticity, and connection.
At Tayler Insurance & Estate Planning, what you see on camera reflects what we live every day — real people, real strategies, and real results. Because in life and in business, every outtake is proof that the journey matters just as much as the outcome.
You’ll learn:
• Why authenticity is the foundation of meaningful client relationships
• How embracing imperfection builds trust and confidence
• The power of consistency in creating long-term success
• Why every mistake can be a valuable step toward growth
• How staying genuine drives proven results — both in life and in financial planning
At Tayler Insurance & Estate Planning, we specialize in:
• Personalized financial and estate planning strategies
• Helping business owners grow wealth and minimize taxes
• Providing trusted, human-centered guidance for every financial journey
• Building confidence through transparency, education, and tailored advice
• Protecting legacies through time-tested, values-driven methods
📘 Learn more about our approach: www.taylerinsurance.com/every-stumble-is-a-step-forward
#EveryStumbleIsAStepForward #TaiviTayler #TaylerInsurance #AuthenticLeadership #FinancialConfidence #EstatePlanning #WealthBuilding #BehindTheScenes #RealConnections #BarrieON
CONNECT WITH US
================
LinkedIn: / taivi-tayler-9b055027
Facebook: / taylerinsurance