Continuity
230 - 616 Main Street S7H 0J6 Saskatoon, SK, Canada

When it comes to your insurance, is it too risky to travel and what is the impact for those that have travelled or plan to do so? https://jerrygedir.thelinkbetween.ca//the-travel-bug-when-

As you navigate the ongoing impacts of covid-19 in your life, family, and business, we want to encourage you to not lose sight of the strategic and planning issues that will be the most important factors over time in determining the long-term success and sustainability of the things you care most deeply about. https://www.bizadv.ca/the-certainty-of-uncertainty-plannin/

Although all registered charities can issue donation tax receipts, not all charities can handle significant estate donations or receive more complex assets. What should estate donors look for in a charity? https://www.allaboutestates.ca/charity-capacity-gap/

Those planning to pass on the cottage to their children may not realize the potential tax bomb that awaits. If not planned for, your estate may be forced to sell the cottage to pay the tax instead of transferring it to the children. https://continuity.ca//Keeping-the-family-cottage-in-the-f

CoraLee Baerg is a partner at Continuity, and provides planning for business succession, estate planning, wealth transfer, and charitable giving strategies. A graduate of the College of Commerce at the University of Saskatchewan, CoraLee earned her B.Comm with Great Distinction. CoraLee holds the Chartered Accountant designation, which she obtained articling at a national accounting firm in Saskatoon. She is a member of the Chartered Professional Accountants of Canada and t...he Canadian Tax Foundation (CTF), which provides insight on tax issues affecting Canadians today. At work, CoraLee enjoys providing technical solutions to complex issues, in a way that is easy for clients to understand. Providing valuable advice that achieves client’s goals and wishes is CoraLee’s greatest joy in her work. Away from work, she and her husband Terry enjoy going to the lake in the summer, and chasing around their two little kids. Contact: [email protected]

Jerry Gedir is Managing Partner of Continuity, a firm specializing in succession and estate planning for entrepreneurs and family businesses across Western Canada, for more than 34 years. Jerry is a graduate of the College of Commerce, University of Saskatchewan, and holds a Chartered Life Underwriter designation. He is an active member of the Conference for Advanced Life Underwriting (CALU) -an association of the top life underwriters, tax and legal professionals working in ...the advanced insurance and tax planning markets. Jerry has written and spoken widely on advanced insurance planning, shareholder agreements, charitable gift planning, business succession and estate planning matters for many professional and educational organizations including the Universities of Alberta and Saskatchewan, Estate Planning Councils, the Canadian Association of Gift Planners (CAGP), Canadian Association of Insurance and Financial Advisers (ADVOCIS), the Conference for Advanced Life Underwriting (CALU), and several other business and trade associations. Contact: [email protected]

One of the most valuable assets business owners have is their private company shares. When an owner passes away, much of the company’s value will be eliminated by taxes. A proper estate plan can reduce unnecessary taxes. The value of your business is probably the largest part of your legacy. Let’s do this right. https://www.bizadv.ca/estate-planning-for-private-business/