Ep. 90 - How Holding Companies, Trusts & Insurance Work Together in Long-Term Planning
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Ep. 90 - How Holding Companies, Trusts & Insurance Work Together in Long-Term Planning
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Once business owners start thinking long-term — beyond income and toward legacy — structure matters.
In this episode, Winnie is joined by CPA Nigel Kennett to explore how:
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Holding companies help separate risk from opportunity
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Trusts can protect family wealth across generations
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Corporate-owned life insurance fits into broader planning (and when it doesn't)
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The Lifetime Capital Gains Exemption connects directly to clean corporate structure
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Poor administration can undo otherwise good planning
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Accountants and advisors must work together — not in silos
The conversation also addresses a common challenge: what to do when your accountant isn't familiar with dividend-paying whole life insurance or policy loans — and how to bridge that gap using education and collaboration (including resources like Becoming Your Own Banker).
This episode is for business owners who are ready to move from earning money to protecting and positioning it wise
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