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Not necessarily. That house you wanted to buy - could be purchased in your 99 year old grandfather's name with a testamentary trust set up. In a few years your kids could be getting up to $15,000 pa tax free each from the trust. The only trouble is you would have to use cash to purchase it.

I know a fin planner that charged $5k per year. His goal was to have 100 clients. Will this guy rebate commissions for that. The commission on an insurance policy will be about $1000 to $2,000 for starters.